Avior Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,141
| Closed | -$70.6K | – | 1038 |
|
|
2024
Q4 | $70.6K | Sell |
1,141
-14
| -1% | -$866 | ﹤0.01% | 1024 |
|
|
2024
Q3 | $69.2K | Sell |
1,155
-6
| -0.5% | -$359 | ﹤0.01% | 1002 |
|
|
2024
Q2 | $59.3K | Sell |
1,161
-50
| -4% | -$2.55K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $66.6K | Buy |
+1,211
| New | +$66.6K | ﹤0.01% | 1121 |
|
|
2023
Q3 | – | Sell |
-325
| Closed | -$13.8K | – | 1609 |
|
|
2023
Q2 | $13.8K | Buy |
325
+53
| +19% | +$2.25K | ﹤0.01% | 977 |
|
|
2023
Q1 | $11.8K | Buy |
+272
| New | +$11.8K | ﹤0.01% | 1025 |
|
|
2017
Q1 | – | Sell |
-45
| Closed | -$3K | – | 494 |
|
|
2016
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 426 |
|