Stratos Wealth Partners’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 | $335K | Buy |
4,725
+600
| +15% | +$42.5K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $232K | Sell |
4,125
-68
| -2% | -$3.83K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $265K | Buy |
+4,193
| New | +$265K | ﹤0.01% | 1204 |
|
|
2018
Q4 | – | Sell |
-238
| Closed | -$11K | – | 1089 |
|
|
2018
Q3 | $11K | Buy |
+238
| New | +$11K | ﹤0.01% | 2126 |
|
|
2018
Q2 | – | Sell |
-552
| Closed | -$24K | – | 1235 |
|
|
2018
Q1 | $24K | Buy |
+552
| New | +$24K | ﹤0.01% | 1945 |
|