Avantax Advisory Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
4,769
+115
| +2% | +$6.86K | ﹤0.01% | 1955 |
|
|
2025
Q1 | $275K | Buy |
4,654
+257
| +6% | +$15.2K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $272K | Buy |
+4,397
| New | +$272K | ﹤0.01% | 1847 |
|
|
2024
Q1 | – | Sell |
-6,016
| Closed | -$336K | – | 1649 |
|
|
2023
Q4 | $336K | Sell |
6,016
-2,148
| -26% | -$120K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $339K | Buy |
+8,164
| New | +$339K | ﹤0.01% | 1127 |
|