Valmark Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-9,362
| Closed | -$271K | – | 271 |
|
2020
Q1 | $271K | Sell |
9,362
-260
| -3% | -$7.53K | 0.01% | 186 |
|
2019
Q4 | $400K | Sell |
9,622
-234
| -2% | -$9.73K | 0.01% | 162 |
|
2019
Q3 | $407K | Buy |
9,856
+494
| +5% | +$20.4K | 0.01% | 165 |
|
2019
Q2 | $368K | Hold |
9,362
| – | – | 0.01% | 163 |
|
2019
Q1 | $370K | Hold |
9,362
| – | – | 0.01% | 159 |
|
2018
Q4 | $349K | Hold |
9,362
| – | – | 0.01% | 147 |
|
2018
Q3 | $439K | Hold |
9,362
| – | – | 0.01% | 131 |
|
2018
Q2 | $407K | Hold |
9,362
| – | – | 0.01% | 131 |
|
2018
Q1 | $413K | Hold |
9,362
| – | – | 0.01% | 121 |
|
2017
Q4 | $456K | Sell |
9,362
-2,056
| -18% | -$100K | 0.01% | 117 |
|
2017
Q3 | $500K | Buy |
+11,418
| New | +$500K | 0.01% | 51 |
|