Avalon Investment & Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $550K | Sell |
12,677
-92
| -0.7% | -$4K | 0.02% | 241 |
|
|
2022
Q4 | $854K | Hold |
12,769
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $908K | Hold |
12,769
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $937K | Sell |
12,769
-6,469
| -34% | -$475K | 0.03% | 204 |
|
|
2022
Q1 | $1.74M | Buy |
+19,238
| New | +$1.74M | 0.04% | 179 |
|
|
2021
Q4 | – | Sell |
-19,238
| Closed | -$1.55M | – | 305 |
|
|
2021
Q3 | $1.55M | Buy |
+19,238
| New | +$1.55M | 0.04% | 208 |
|