Tilia Fiduciary Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,733
| Closed | -$76.6K | – | 151 |
|
|
2023
Q2 | $76.6K | Hold |
1,733
| – | – | 0.07% | 161 |
|
|
2023
Q1 | $91.7K | Hold |
1,733
| – | – | 0.09% | 146 |
|
|
2022
Q4 | $107K | Sell |
1,733
-1
| -0.1% | -$62 | 0.1% | 136 |
|
|
2022
Q3 | $103K | Hold |
1,734
| – | – | 0.1% | 135 |
|
|
2022
Q2 | $99K | Hold |
1,734
| – | – | 0.09% | 141 |
|
|
2022
Q1 | $107K | Hold |
1,734
| – | – | 0.09% | 145 |
|
|
2021
Q4 | $103K | Buy |
+1,734
| New | +$103K | 0.08% | 149 |
|