Vestmark Advisory Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,199
| Closed | -$307K | – | 494 |
|
2023
Q2 | $307K | Buy |
7,199
+409
| +6% | +$17.5K | 0.01% | 704 |
|
2023
Q1 | $288K | Buy |
+6,790
| New | +$288K | 0.01% | 715 |
|
2022
Q2 | – | Sell |
-3,684
| Closed | -$224K | – | 857 |
|
2022
Q1 | $224K | Buy |
3,684
+168
| +5% | +$10.2K | 0.01% | 819 |
|
2021
Q4 | $205K | Sell |
3,516
-1,864
| -35% | -$109K | 0.01% | 824 |
|
2021
Q3 | $299K | Buy |
+5,380
| New | +$299K | 0.02% | 667 |
|