Simplicity Solutions’s Canadian Imperial Bank of Commerce CM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$284K Buy
5,894
+17
+0.3% +$818 0.01% 858
2023
Q3
$227K Buy
5,877
+333
+6% +$12.9K 0.01% 860
2023
Q2
$237K Buy
5,544
+366
+7% +$15.6K 0.01% 916
2023
Q1
$220K Buy
+5,178
New +$220K 0.01% 975
2021
Q1
Sell
-19,596
Closed -$837K 554
2020
Q4
$837K Sell
19,596
-9,178
-32% -$392K 0.01% 587
2020
Q3
$1.08M Sell
28,774
-3,188
-10% -$119K 0.02% 463
2020
Q2
$1.07M Buy
31,962
+978
+3% +$32.7K 0.02% 454
2020
Q1
$898K Buy
30,984
+1,850
+6% +$53.6K 0.03% 364
2019
Q4
$1.21M Buy
29,134
+10,362
+55% +$431K 0.04% 348
2019
Q3
$775K Buy
18,772
+5,114
+37% +$211K 0.03% 346
2019
Q2
$536K Buy
13,658
+2,180
+19% +$85.6K 0.02% 344
2019
Q1
$454K Sell
11,478
-1,198
-9% -$47.4K 0.03% 426
2018
Q4
$472K Sell
12,676
-8,322
-40% -$310K 0.06% 322
2018
Q3
$984K Buy
20,998
+8,580
+69% +$402K 0.06% 170
2018
Q2
$539K Buy
12,418
+3,898
+46% +$169K 0.04% 238
2018
Q1
$376K Buy
8,520
+1,038
+14% +$45.8K 0.03% 244
2017
Q4
$364K Buy
+7,482
New +$364K 0.04% 262