Rockbridge Investment Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-122
| Closed | -$6.2K | – | 199 |
|
|
2023
Q4 | $6.2K | Buy |
+122
| New | +$6.2K | ﹤0.01% | 448 |
|
|
2022
Q3 | – | Sell |
-123
| Closed | -$6.96K | – | 179 |
|
|
2022
Q2 | $6.96K | Hold |
123
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $7.59K | Hold |
123
| – | – | ﹤0.01% | 555 |
|
|
2021
Q4 | $7K | Hold |
123
| – | – | ﹤0.01% | 608 |
|
|
2021
Q3 | $7K | Hold |
123
| – | – | ﹤0.01% | 565 |
|
|
2021
Q2 | $8K | Hold |
123
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $8K | Sell |
123
-44
| -26% | -$2.86K | ﹤0.01% | 530 |
|
|
2020
Q4 | $9K | Sell |
167
-1
| -0.6% | -$54 | ﹤0.01% | 509 |
|
|
2020
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 495 |
|
|
2020
Q2 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 447 |
|