United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,285
| Closed | -$201K | – | 1059 |
|
|
2024
Q3 | $201K | Buy |
+3,285
| New | +$201K | ﹤0.01% | 1009 |
|
|
2020
Q1 | – | Sell |
-15,870
| Closed | -$660K | – | 1217 |
|
|
2019
Q4 | $660K | Buy |
+15,870
| New | +$660K | ﹤0.01% | 908 |
|
|
2019
Q3 | – | Sell |
-14,184
| Closed | -$557K | – | 1333 |
|
|
2019
Q2 | $557K | Buy |
14,184
+696
| +5% | +$27.3K | ﹤0.01% | 1004 |
|
|
2019
Q1 | $533K | Sell |
13,488
-30,198
| -69% | -$1.19M | ﹤0.01% | 954 |
|
|
2018
Q4 | $1.63M | Buy |
43,686
+834
| +2% | +$31.1K | 0.01% | 605 |
|
|
2018
Q3 | $2.01M | Buy |
42,852
+3,642
| +9% | +$171K | 0.01% | 613 |
|
|
2018
Q2 | $1.7M | Buy |
39,210
+2,648
| +7% | +$115K | 0.01% | 630 |
|
|
2018
Q1 | $1.61M | Sell |
36,562
-3,424
| -9% | -$151K | 0.01% | 649 |
|
|
2017
Q4 | $1.95M | Buy |
39,986
+316
| +0.8% | +$15.4K | 0.02% | 593 |
|
|
2017
Q3 | $1.74M | Buy |
+39,670
| New | +$1.74M | 0.01% | 618 |
|