SWA
Sutton Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.02K | – | 931 |
|
|
2022
Q4 | $1.02K | Hold |
15
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q3 | $992 | Hold |
15
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q2 | $985 | Buy |
15
+3
| +25% | +$197 | ﹤0.01% | 1286 |
|
|
2022
Q1 | $859 | Hold |
12
| – | – | ﹤0.01% | 1382 |
|
|
2021
Q4 | $825 | Buy |
+12
| New | +$825 | ﹤0.01% | 1379 |
|