Avalon Investment & Advisory’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$550K Sell
2022
Q4
$854K Hold
2022
Q3
$908K Hold
2022
Q2
$937K Sell
2022
Q1
$1.74M Buy
2021
Q4
Sell
2021
Q3
$1.55M Buy