WFG Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $218K | Sell |
5,673
-147
| -3% | -$5.65K | 0.05% | 351 |
|
|
2017
Q1 | $221K | Buy |
5,820
+161
| +3% | +$6.11K | 0.06% | 311 |
|
|
2016
Q4 | $221K | Buy |
5,659
+60
| +1% | +$2.34K | 0.05% | 352 |
|
|
2016
Q3 | $178K | Sell |
5,599
-180
| -3% | -$5.72K | 0.04% | 394 |
|
|
2016
Q2 | $178K | Buy |
5,779
+31
| +0.5% | +$955 | 0.05% | 370 |
|
|
2016
Q1 | $167K | Buy |
5,748
+24
| +0.4% | +$697 | 0.05% | 342 |
|
|
2015
Q4 | $157K | Buy |
5,724
+230
| +4% | +$6.31K | 0.05% | 351 |
|
|
2015
Q3 | $154K | Sell |
5,494
-148
| -3% | -$4.15K | 0.05% | 347 |
|
|
2015
Q2 | $162K | Buy |
5,642
+182
| +3% | +$5.23K | 0.04% | 399 |
|
|
2015
Q1 | $142K | Buy |
5,460
+712
| +15% | +$18.5K | 0.04% | 436 |
|
|
2014
Q4 | $127K | Sell |
4,748
-469
| -9% | -$12.5K | 0.03% | 568 |
|
|
2014
Q3 | $136K | Buy |
5,217
+21
| +0.4% | +$547 | 0.03% | 553 |
|
|
2014
Q2 | $141K | Buy |
5,196
+19
| +0.4% | +$516 | 0.03% | 543 |
|
|
2014
Q1 | $141K | Buy |
5,177
+797
| +18% | +$21.7K | 0.03% | 521 |
|
|
2013
Q4 | $115K | Buy |
4,380
+99
| +2% | +$2.6K | 0.02% | 691 |
|
|
2013
Q3 | $104K | Buy |
4,281
+14
| +0.3% | +$340 | 0.02% | 695 |
|
|
2013
Q2 | $103K | Buy |
+4,267
| New | +$103K | 0.02% | 658 |
|