Belpointe Asset Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,902
| Closed | -$82.6K | – | 1077 |
|
|
2023
Q1 | $82.6K | Buy |
1,902
+140
| +8% | +$6.08K | ﹤0.01% | 1418 |
|
|
2022
Q4 | $118K | Sell |
1,762
-443
| -20% | -$29.6K | 0.01% | 1155 |
|
|
2022
Q3 | $156K | Sell |
2,205
-295
| -12% | -$20.9K | 0.01% | 945 |
|
|
2022
Q2 | $183K | Sell |
2,500
-241
| -9% | -$17.6K | 0.01% | 859 |
|
|
2022
Q1 | $248K | Sell |
2,741
-359
| -12% | -$32.5K | 0.02% | 812 |
|
|
2021
Q4 | $270K | Buy |
3,100
+900
| +41% | +$78.4K | 0.02% | 758 |
|
|
2021
Q3 | $177K | Buy |
+2,200
| New | +$177K | 0.01% | 902 |
|
|
2019
Q1 | – | Sell |
-5,318
| Closed | -$365K | – | 461 |
|
|
2018
Q4 | $365K | Buy |
+5,318
| New | +$365K | 0.09% | 237 |
|