WESPAC Advisors SoCal’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 |
-95,180
| Closed | -$3.76M | – | 124 |
|
|
2019
Q1 | $3.76M | Buy |
95,180
+40
| +0% | +$1.58K | 2.08% | 23 |
|
|
2018
Q4 | $3.55M | Sell |
95,140
-3,870
| -4% | -$144K | 2.24% | 21 |
|
|
2018
Q3 | $4.64M | Buy |
99,010
+2,350
| +2% | +$110K | 2.33% | 17 |
|
|
2018
Q2 | $4.2M | Buy |
96,660
+1,090
| +1% | +$47.4K | 2.42% | 19 |
|
|
2018
Q1 | $4.22M | Buy |
95,570
+130
| +0.1% | +$5.74K | 2.44% | 20 |
|
|
2017
Q4 | $4.65M | Sell |
95,440
-1,520
| -2% | -$74K | 2.65% | 17 |
|
|
2017
Q3 | $4.24M | Buy |
96,960
+1,170
| +1% | +$51.2K | 2.52% | 19 |
|
|
2017
Q2 | $3.89M | Buy |
95,790
+2,950
| +3% | +$120K | 2.48% | 19 |
|
|
2017
Q1 | $4M | Sell |
92,840
-4,910
| -5% | -$212K | 2.48% | 19 |
|
|
2016
Q4 | $3.99M | Buy |
+97,750
| New | +$3.99M | 2.58% | 18 |
|