AIA
Affinity Investment Advisors’s Comerica CMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-13,171
| Closed | -$880K | – | 190 |
|
2022
Q4 | $880K | Buy |
13,171
+202
| +2% | +$13.5K | 0.41% | 86 |
|
2022
Q3 | $922K | Buy |
12,969
+141
| +1% | +$10K | 0.48% | 66 |
|
2022
Q2 | $941K | Buy |
12,828
+4,069
| +46% | +$298K | 0.46% | 65 |
|
2022
Q1 | $792K | Buy |
+8,759
| New | +$792K | 0.32% | 113 |
|
2018
Q3 | – | Sell |
-25,844
| Closed | -$2.35M | – | 149 |
|
2018
Q2 | $2.35M | Sell |
25,844
-76
| -0.3% | -$6.91K | 0.33% | 73 |
|
2018
Q1 | $2.49M | Hold |
25,920
| – | – | 0.29% | 68 |
|
2017
Q4 | $2.25M | Buy |
+25,920
| New | +$2.25M | 0.26% | 75 |
|