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Axxcess Wealth Management’s Comerica CMA Stock Holding History

Axxcess Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,005
Closed -$220K – 861
2024
Q1 		$220K Buy
+4,005
New +$220K 0.01% 784
2023
Q4 		– Sell
-5,205
Closed -$216K – 852
2023
Q3 		$216K Buy
+5,205
New +$216K 0.01% 708