Arkadios Wealth Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,504
Closed -$218K 564
2021
Q4
$218K Sell
2,504
-792
-24% -$69K 0.03% 522
2021
Q3
$265K Buy
3,296
+3,219
+4,181% +$259K 0.04% 433
2021
Q2
$5K Buy
+77
New +$5K ﹤0.01% 1717