Valeo Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9
| Closed | -$1K | – | 654 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1656 |
|
|
2020
Q3 | $0 | Sell |
9
-56
| -86% | – | ﹤0.01% | 1609 |
|
|
2020
Q2 | $3K | Buy |
65
+56
| +622% | +$2.59K | ﹤0.01% | 1574 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1747 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1555 |
|
|
2019
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1556 |
|
|
2018
Q4 | $0 | Sell |
9
-1
| -10% | – | ﹤0.01% | 1502 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1770 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1619 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1547 |
|
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1393 |
|