WR Wealth Planners’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$106	–	1155
2024 Q1	$106	Buy	+2	New	+$106	﹤0.01%	1144
2023 Q4	–	Sell	-50	Closed	-$2.16K	–	279
2023 Q3	$2.16K	Hold	50	–	–	﹤0.01%	771
2023 Q2	$2.19K	Buy	+50	New	+$2.19K	﹤0.01%	764