WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-108
| Closed | -$4.62K | – | 221 |
|
|
2017
Q1 | $4.62K | Buy |
+108
| New | +$4.62K | 0.02% | 355 |
|
|
2016
Q3 | $13.1K | Sell |
346
-346
| -50% | -$13.1K | ﹤0.01% | 558 |
|
|
2016
Q2 | $13K | Buy |
+692
| New | +$13K | ﹤0.01% | 1627 |
|
|
2015
Q4 | $31.3K | Buy |
+2,712
| New | +$31.3K | 0.01% | 750 |
|
|
2015
Q2 | $35K | Sell |
948
-1,430
| -60% | -$52.8K | 0.02% | 211 |
|
|
2015
Q1 | $86K | Buy |
+2,378
| New | +$86K | 0.04% | 186 |
|