Wealthspire Advisors (Maryland)’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-176
| Closed | -$8K | – | 715 |
|
|
2019
Q1 | $8K | Hold |
176
| – | – | ﹤0.01% | 1609 |
|
|
2018
Q4 | $7K | Sell |
176
-3
| -2% | -$119 | ﹤0.01% | 1588 |
|
|
2018
Q3 | $8K | Hold |
179
| – | – | ﹤0.01% | 1592 |
|
|
2018
Q2 | $8K | Hold |
179
| – | – | ﹤0.01% | 1610 |
|
|
2018
Q1 | $8K | Sell |
179
-178
| -50% | -$7.96K | ﹤0.01% | 1636 |
|
|
2017
Q4 | $14K | Buy |
357
+20
| +6% | +$784 | ﹤0.01% | 1451 |
|
|
2017
Q3 | $13K | Sell |
337
-3
| -0.9% | -$116 | ﹤0.01% | 1466 |
|
|
2017
Q2 | $13K | Buy |
340
+256
| +305% | +$9.79K | ﹤0.01% | 1424 |
|
|
2017
Q1 | $3K | Buy |
84
+7
| +9% | +$250 | ﹤0.01% | 1613 |
|
|
2016
Q4 | $3K | Sell |
77
-2
| -3% | -$78 | ﹤0.01% | 1465 |
|
|
2016
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 1465 |
|
|
2016
Q2 | $2K | Hold |
79
| – | – | ﹤0.01% | 1493 |
|
|
2016
Q1 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 1512 |
|