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Wealthspire Advisors (Maryland)’s Canadian Imperial Bank of Commerce CM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CM Stock Details CM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,158
Closed -$46K – 765
2019
Q1 		$46K Sell
1,158
-28
-2% -$1.16K ﹤0.01% 923
2018
Q4 		$44K Sell
1,186
-86
-7% -$3.66K ﹤0.01% 910
2018
Q3 		$60K Sell
1,272
-128
-9% -$5.88K ﹤0.01% 901
2018
Q2 		$61K Sell
1,400
-238
-15% -$10.5K 0.01% 902
2018
Q1 		$72K Sell
1,638
-148
-8% -$6.94K 0.01% 839
2017
Q4 		$87K Buy
1,786
+516
+41% +$23.5K 0.01% 767
2017
Q3 		$56K Buy
1,270
+652
+106% +$27.9K 0.01% 927
2017
Q2 		$25K Buy
618
+8
+1% +$323 ﹤0.01% 1177
2017
Q1 		$26K Buy
610
+30
+5% +$1.3K ﹤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 +$21.3K ﹤0.01% 982

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