SWA
Sutton Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5
| Closed | -$243 | – | 1650 |
|
2022
Q2 | $243 | Hold |
5
| – | – | ﹤0.01% | 1560 |
|
2022
Q1 | $608 | Hold |
5
| – | – | ﹤0.01% | 1450 |
|
2021
Q4 | $583 | Sell |
5
-1
| -17% | -$117 | ﹤0.01% | 1475 |
|
2021
Q3 | $668 | Buy |
+6
| New | +$668 | ﹤0.01% | 1266 |
|
2018
Q2 | – | Sell |
-67
| Closed | -$5.92K | – | 1136 |
|
2018
Q1 | $5.92K | Hold |
67
| – | – | ﹤0.01% | 902 |
|
2017
Q4 | $6.53K | Hold |
67
| – | – | ﹤0.01% | 852 |
|
2017
Q3 | $5.86K | Hold |
67
| – | – | ﹤0.01% | 854 |
|
2017
Q2 | $5.44K | Buy |
+67
| New | +$5.44K | ﹤0.01% | 862 |
|