Atria Wealth Solutions’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,985
| Closed | -$432K | – | 1888 |
|
|
2024
Q4 | $432K | Buy |
6,985
+2,809
| +67% | +$174K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $253K | Buy |
+4,176
| New | +$253K | ﹤0.01% | 1602 |
|
|
2023
Q1 | – | Sell |
-5,945
| Closed | -$401K | – | 1861 |
|
|
2022
Q4 | $401K | Sell |
5,945
-92
| -2% | -$6.2K | 0.01% | 1189 |
|
|
2022
Q3 | $433K | Buy |
6,037
+918
| +18% | +$65.8K | 0.01% | 1099 |
|
|
2022
Q2 | $376K | Sell |
5,119
-3,150
| -38% | -$231K | 0.01% | 1076 |
|
|
2022
Q1 | $748K | Buy |
+8,269
| New | +$748K | 0.01% | 849 |
|