RCS
Retirement Capital Strategies’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,263
| Closed | -$348K | – | 45 |
|
|
2022
Q3 | $348K | Hold |
5,263
| – | – | 0.16% | 37 |
|
|
2022
Q2 | $346K | Hold |
5,263
| – | – | 0.16% | 47 |
|
|
2022
Q1 | $363K | Hold |
5,263
| – | – | 0.15% | 43 |
|
|
2021
Q4 | $362K | Buy |
5,263
+250
| +5% | +$17.2K | 0.13% | 59 |
|
|
2021
Q3 | $349K | Hold |
5,013
| – | – | 0.13% | 57 |
|
|
2021
Q2 | $374K | Hold |
5,013
| – | – | 0.14% | 64 |
|
|
2021
Q1 | $384K | Hold |
5,013
| – | – | 0.15% | 59 |
|
|
2020
Q4 | $329K | Buy |
5,013
+238
| +5% | +$15.6K | 0.13% | 55 |
|
|
2020
Q3 | $297K | Hold |
4,775
| – | – | 0.14% | 51 |
|
|
2020
Q2 | $284K | Hold |
4,775
| – | – | 0.13% | 36 |
|
|
2020
Q1 | $240K | Hold |
4,775
| – | – | 0.13% | 32 |
|
|
2019
Q4 | $324K | Buy |
4,775
+227
| +5% | +$15.4K | 0.15% | 40 |
|
|
2019
Q3 | $275K | Hold |
4,548
| – | – | 0.14% | 40 |
|
|
2019
Q2 | $272K | Hold |
4,548
| – | – | 0.14% | 41 |
|
|
2019
Q1 | $264K | Hold |
4,548
| – | – | 0.13% | 41 |
|
|
2018
Q4 | $256K | Buy |
4,548
+216
| +5% | +$12.2K | 0.14% | 40 |
|
|
2018
Q3 | $286K | Buy |
+4,332
| New | +$286K | 0.14% | 38 |
|