Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,158
| Closed | -$46K | – | 764 |
|
|
2019
Q1 | $46K | Sell |
1,158
-28
| -2% | -$1.11K | ﹤0.01% | 923 |
|
|
2018
Q4 | $44K | Sell |
1,186
-86
| -7% | -$3.19K | ﹤0.01% | 909 |
|
|
2018
Q3 | $60K | Sell |
1,272
-128
| -9% | -$6.04K | ﹤0.01% | 899 |
|
|
2018
Q2 | $61K | Sell |
1,400
-238
| -15% | -$10.4K | 0.01% | 901 |
|
|
2018
Q1 | $72K | Sell |
1,638
-148
| -8% | -$6.51K | 0.01% | 839 |
|
|
2017
Q4 | $87K | Buy |
1,786
+516
| +41% | +$25.1K | 0.01% | 767 |
|
|
2017
Q3 | $56K | Buy |
1,270
+652
| +106% | +$28.8K | 0.01% | 927 |
|
|
2017
Q2 | $25K | Buy |
618
+8
| +1% | +$324 | ﹤0.01% | 1177 |
|
|
2017
Q1 | $26K | Buy |
610
+30
| +5% | +$1.28K | ﹤0.01% | 992 |
|
|
2016
Q4 | $24K | Hold |
580
| – | – | ﹤0.01% | 963 |
|
|
2016
Q3 | $22K | Hold |
580
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q2 | $22K | Hold |
580
| – | – | ﹤0.01% | 966 |
|
|
2016
Q1 | $22K | Hold |
580
| – | – | ﹤0.01% | 940 |
|
|
2015
Q4 | $19K | Buy |
+580
| New | +$19K | ﹤0.01% | 982 |
|