Arete Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
4,800
+13
| +0.3% | +$775 | 0.02% | 575 |
|
|
2025
Q1 | $283K | Buy |
4,787
+1
| +0% | +$59 | 0.02% | 555 |
|
|
2024
Q4 | $296K | Buy |
+4,786
| New | +$296K | 0.02% | 564 |
|
|
2024
Q3 | – | Sell |
-4,738
| Closed | -$242K | – | 734 |
|
|
2024
Q2 | $242K | Buy |
+4,738
| New | +$242K | 0.02% | 600 |
|