Wealthcare Advisory Partners’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
Q1 | – | Sell |
-2,050
| Closed | -$85K | – | 1491 |
|
|
2019
Q4 | $85K | Buy |
2,050
+750
| +58% | +$31.1K | 0.01% | 432 |
|
|
2019
Q3 | $54K | Hold |
1,300
| – | – | 0.01% | 512 |
|
|
2019
Q2 | $51K | Hold |
1,300
| – | – | 0.01% | 496 |
|
|
2019
Q1 | $51K | Buy |
1,300
+100
| +8% | +$3.92K | 0.01% | 455 |
|
|
2018
Q4 | $45K | Hold |
1,200
| – | – | 0.01% | 446 |
|
|
2018
Q3 | $56K | Hold |
1,200
| – | – | 0.01% | 442 |
|
|
2018
Q2 | $52K | Buy |
1,200
+200
| +20% | +$8.67K | 0.01% | 452 |
|
|
2018
Q1 | $44K | Buy |
1,000
+500
| +100% | +$22K | 0.01% | 426 |
|
|
2017
Q4 | $24K | Hold |
500
| – | – | 0.01% | 501 |
|
|
2017
Q3 | $22K | Buy |
+500
| New | +$22K | 0.01% | 411 |
|