True Wealth Design’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,066
Closed -$728K 777
2023
Q2
$728K Sell
17,066
-151
-0.9% -$6.45K 0.27% 88
2023
Q1
$730K Buy
17,217
+359
+2% +$15.2K 0.31% 86
2022
Q4
$682K Buy
+16,858
New +$682K 0.32% 93