Sugarloaf Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.11K | Sell |
98
-1
| -1% | -$62 | ﹤0.01% | 555 |
|
|
2024
Q3 | $5.58K | Hold |
99
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $5.24K | Hold |
99
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $5.02K | Hold |
99
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $4.32K | Hold |
99
| – | – | ﹤0.01% | 549 |
|
|
2023
Q2 | $4.38K | Hold |
99
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $5.25K | Hold |
99
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $6.13K | Sell |
99
-1
| -1% | -$62 | ﹤0.01% | 556 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 575 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 567 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 576 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 574 |
|
|
2021
Q1 | $6 | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2020
Q4 | $5K | Sell |
100
-1
| -1% | -$50 | ﹤0.01% | 548 |
|
|
2020
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 537 |
|
|
2020
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 513 |
|
|
2020
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 528 |
|
|
2019
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 536 |
|