Valeo Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9	Closed	-$1K	–	719
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	1874
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1689
2020 Q3	$0	Sell	9 -59	-87%	-$2.54K	﹤0.01%	1665
2020 Q2	$3K	Buy	68 +59	+656%	+$2.6K	﹤0.01%	1656
2020 Q1	$0	Hold	9	–	–	﹤0.01%	1798
2019 Q4	$0	Sell	9 -1	-10%	-$47	﹤0.01%	1632
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1565
2019 Q2	$0	Hold	10	–	–	﹤0.01%	1565
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1553
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1510
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1780
2018 Q2	$0	Hold	10	–	–	﹤0.01%	1626
2018 Q1	$0	Hold	10	–	–	﹤0.01%	1542
2017 Q4	$0	Buy	+10	New	+$373	﹤0.01%	1386