TrinityPoint Wealth’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,313
| Closed | -$571K | – | 306 |
|
|
2021
Q2 | $571K | Sell |
9,313
-94
| -1% | -$5.76K | 0.12% | 149 |
|
|
2021
Q1 | $593K | Sell |
9,407
-175
| -2% | -$11K | 0.14% | 136 |
|
|
2020
Q4 | $552K | Buy |
9,582
+633
| +7% | +$36.5K | 0.13% | 135 |
|
|
2020
Q3 | $395K | Buy |
8,949
+169
| +2% | +$7.46K | 0.11% | 160 |
|
|
2020
Q2 | $409K | Buy |
8,780
+48
| +0.5% | +$2.24K | 0.13% | 147 |
|
|
2020
Q1 | $344K | Buy |
8,732
+735
| +9% | +$29K | 0.14% | 145 |
|
|
2019
Q4 | $426K | Buy |
7,997
+246
| +3% | +$13.1K | 0.14% | 138 |
|
|
2019
Q3 | $380K | Buy |
7,751
+703
| +10% | +$34.5K | 0.13% | 139 |
|
|
2019
Q2 | $315K | Buy |
7,048
+193
| +3% | +$8.63K | 0.15% | 124 |
|
|
2019
Q1 | $297K | Buy |
6,855
+691
| +11% | +$29.9K | 0.15% | 130 |
|
|
2018
Q4 | $259K | Buy |
+6,164
| New | +$259K | 0.16% | 136 |
|