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Beacon Pointe Advisors’s Comerica CMA Stock Holding History

Beacon Pointe Advisors’s Portfolio CMA Stock Details CMA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,695
Closed -$244K – 1070
2022
Q1 		$244K Buy
2,695
+371
+16% +$33.6K ﹤0.01% 1052
2021
Q4 		$202K Buy
+2,324
New +$202K 0.01% 874