Atria Investments’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
7,363
+31
| +0.4% | +$1.85K | 0.01% | 1490 |
|
|
2025
Q1 | $433K | Buy |
7,332
+3,727
| +103% | +$220K | 0.01% | 1429 |
|
|
2024
Q4 | $223K | Sell |
3,605
-45
| -1% | -$2.78K | ﹤0.01% | 1736 |
|
|
2024
Q3 | $219K | Buy |
+3,650
| New | +$219K | ﹤0.01% | 1785 |
|
|
2020
Q1 | – | Sell |
-4,535
| Closed | -$325K | – | 659 |
|
|
2019
Q4 | $325K | Buy |
+4,535
| New | +$325K | 0.01% | 948 |
|
|
2019
Q1 | – | Sell |
-8,685
| Closed | -$597K | – | 946 |
|
|
2018
Q4 | $597K | Buy |
8,685
+1,367
| +19% | +$94K | 0.03% | 443 |
|
|
2018
Q3 | $660K | Buy |
7,318
+1,471
| +25% | +$133K | 0.03% | 515 |
|
|
2018
Q2 | $532K | Buy |
5,847
+1,486
| +34% | +$135K | 0.02% | 552 |
|
|
2018
Q1 | $418K | Buy |
+4,361
| New | +$418K | 0.02% | 566 |
|