Westover Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
4,200
| – | – | 0.06% | 189 |
|
|
2025
Q1 | $236K | Hold |
4,200
| – | – | 0.05% | 215 |
|
|
2024
Q4 | $266K | Hold |
4,200
| – | – | 0.06% | 200 |
|
|
2024
Q3 | $258K | Buy |
+4,200
| New | +$258K | 0.05% | 213 |
|
|
2024
Q2 | – | Sell |
-4,200
| Closed | -$213K | – | 216 |
|
|
2024
Q1 | $213K | Buy |
+4,200
| New | +$213K | 0.06% | 174 |
|
|
2023
Q3 | – | Sell |
-4,700
| Closed | -$201K | – | 175 |
|
|
2023
Q2 | $201K | Buy |
+4,700
| New | +$201K | 0.07% | 172 |
|
|
2022
Q3 | – | Sell |
-4,256
| Closed | -$207K | – | 156 |
|
|
2022
Q2 | $207K | Hold |
4,256
| – | – | 0.08% | 158 |
|
|
2022
Q1 | $259K | Buy |
+4,256
| New | +$259K | 0.08% | 160 |
|