WAOTB
Wealth Advisors of Tampa Bay’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,142
| Closed | -$2.01M | – | 66 |
|
|
2019
Q4 | $2.01M | Sell |
24,142
-90
| -0.4% | -$7.49K | 1.85% | 26 |
|
|
2019
Q3 | $2M | Sell |
24,232
-3,178
| -12% | -$262K | 1.66% | 28 |
|
|
2019
Q2 | $2.15M | Sell |
27,410
-245
| -0.9% | -$19.2K | 1.56% | 30 |
|
|
2019
Q1 | $2.19M | Sell |
27,655
-310
| -1% | -$24.5K | 1.59% | 28 |
|
|
2018
Q4 | $2.08M | Buy |
27,965
+1,055
| +4% | +$78.5K | 1.69% | 28 |
|
|
2018
Q3 | $2.52M | Sell |
26,910
-205
| -0.8% | -$19.2K | 1.77% | 25 |
|
|
2018
Q2 | $2.34M | Buy |
27,115
+2,010
| +8% | +$174K | 1.79% | 24 |
|
|
2018
Q1 | $2.22M | Sell |
25,105
-95
| -0.4% | -$8.4K | 1.61% | 29 |
|
|
2017
Q4 | $2.5M | Buy |
+25,200
| New | +$2.5M | 1.71% | 26 |
|