Steward Partners Investment Advisory’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 | $73.9K | Sell |
1,043
-244
| -19% | -$17.3K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $72.5K | Buy |
1,287
+499
| +63% | +$28.1K | ﹤0.01% | 2195 |
|
|
2024
Q4 | $49.8K | Buy |
788
+732
| +1,307% | +$46.3K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $3.44K | Sell |
56
-7
| -11% | -$429 | ﹤0.01% | 3292 |
|
|
2024
Q2 | $3K | Sell |
63
-5
| -7% | -$238 | ﹤0.01% | 3190 |
|
|
2024
Q1 | $3.45K | Sell |
68
-78
| -53% | -$3.96K | ﹤0.01% | 3151 |
|
|
2023
Q4 | $7.03K | Sell |
146
-765
| -84% | -$36.8K | ﹤0.01% | 2838 |
|
|
2023
Q3 | $35.2K | Buy |
911
+737
| +424% | +$28.5K | ﹤0.01% | 2070 |
|
|
2023
Q2 | $7.43K | Sell |
174
-66
| -28% | -$2.82K | ﹤0.01% | 2666 |
|
|
2023
Q1 | $10.2K | Sell |
240
-311
| -56% | -$13.2K | ﹤0.01% | 2532 |
|
|
2022
Q4 | $22.3K | Buy |
551
+18
| +3% | +$728 | ﹤0.01% | 2192 |
|
|
2022
Q3 | $23K | Buy |
533
+23
| +5% | +$992 | ﹤0.01% | 2161 |
|
|
2022
Q2 | $25K | Buy |
510
+122
| +31% | +$5.98K | ﹤0.01% | 2124 |
|
|
2022
Q1 | $24K | Buy |
388
+82
| +27% | +$5.07K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $18K | Sell |
306
-26
| -8% | -$1.53K | ﹤0.01% | 2361 |
|
|
2021
Q3 | $18K | Buy |
332
+206
| +163% | +$11.2K | ﹤0.01% | 2367 |
|
|
2021
Q2 | $7K | Sell |
126
-94
| -43% | -$5.22K | ﹤0.01% | 6364 |
|
|
2021
Q1 | $10.8K | Buy |
220
+114
| +108% | +$5.58K | ﹤0.01% | 2746 |
|
|
2020
Q4 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 2506 |
|
|
2020
Q3 | – | Sell |
-606
| Closed | -$20K | – | 2751 |
|
|
2020
Q2 | $20K | Buy |
606
+412
| +212% | +$13.6K | ﹤0.01% | 1768 |
|
|
2020
Q1 | $5K | Buy |
+194
| New | +$5K | ﹤0.01% | 2069 |
|
|
2019
Q3 | – | Sell |
-74
| Closed | -$2K | – | 2626 |
|
|
2019
Q2 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 2415 |
|
|
2018
Q4 | – | Sell |
-74
| Closed | -$3K | – | 995 |
|
|
2018
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 2263 |
|
|
2018
Q2 | $3K | Sell |
74
-126
| -63% | -$5.11K | ﹤0.01% | 2110 |
|
|
2018
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1636 |
|