SteelPeak Wealth’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,287
| Closed | -$459K | – | 408 |
|
2021
Q1 | $459K | Hold |
7,287
| – | – | 0.04% | 230 |
|
2020
Q4 | $394K | Sell |
7,287
-492
| -6% | -$26.6K | 0.04% | 230 |
|
2020
Q3 | $343K | Sell |
7,779
-6
| -0.1% | -$265 | 0.04% | 198 |
|
2020
Q2 | $363K | Sell |
7,785
-524
| -6% | -$24.4K | 0.05% | 187 |
|
2020
Q1 | $328K | Hold |
8,309
| – | – | 0.05% | 167 |
|
2019
Q4 | $442K | Buy |
+8,309
| New | +$442K | 0.06% | 177 |
|