TFO Wealth Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6
| Closed | -$319 | – | 177 |
|
2024
Q1 | $319 | Hold |
6
| – | – | ﹤0.01% | 378 |
|
2023
Q4 | $320 | Sell |
6
-1
| -14% | -$53 | ﹤0.01% | 498 |
|
2023
Q3 | $292 | Hold |
7
| – | – | ﹤0.01% | 667 |
|
2023
Q2 | $292 | Hold |
7
| – | – | ﹤0.01% | 413 |
|
2023
Q1 | $350 | Sell |
7
-5
| -42% | -$250 | ﹤0.01% | 330 |
|
2022
Q4 | $735 | Buy |
+12
| New | +$735 | ﹤0.01% | 419 |
|