Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,670
| Closed | -$82K | – | 685 |
|
2021
Q1 | $82K | Buy |
+1,670
| New | +$82K | ﹤0.01% | 657 |
|
2020
Q3 | – | Sell |
-678
| Closed | -$23K | – | 1627 |
|
2020
Q2 | $23K | Buy |
678
+130
| +24% | +$4.41K | ﹤0.01% | 949 |
|
2020
Q1 | $17K | Hold |
548
| – | – | ﹤0.01% | 895 |
|
2019
Q4 | $23K | Buy |
+548
| New | +$23K | ﹤0.01% | 872 |
|
2018
Q2 | – | Sell |
-108
| Closed | -$5K | – | 1623 |
|
2018
Q1 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 1116 |
|