TLA
Tanglewood Legacy Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,878
| Closed | -$90.1K | – | 281 |
|
|
2023
Q3 | $90.1K | Hold |
1,878
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $91.5K | Hold |
1,878
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $110K | Hold |
1,878
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $128K | Buy |
+1,878
| New | +$128K | 0.09% | 77 |
|