Sequoia Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
+6,504
| New | +$461K | ﹤0.01% | 1032 |
|
|
2025
Q1 | – | Sell |
-3,977
| Closed | -$251K | – | 1372 |
|
|
2024
Q4 | $251K | Buy |
3,977
+279
| +8% | +$17.6K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $227K | Buy |
+3,698
| New | +$227K | ﹤0.01% | 1106 |
|
|
2023
Q4 | – | Sell |
-6,806
| Closed | -$263K | – | 1202 |
|
|
2023
Q3 | $263K | Sell |
6,806
-546
| -7% | -$21.1K | ﹤0.01% | 737 |
|
|
2023
Q2 | $314K | Buy |
7,352
+942
| +15% | +$40.2K | 0.01% | 678 |
|
|
2023
Q1 | $272K | Buy |
+6,410
| New | +$272K | 0.01% | 659 |
|