BerganKDV Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $49.1K | Hold |
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|
2023
Q1 | $50.3K | Hold |
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|
2022
Q4 | $77.4K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $83K | Hold |
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|
2020
Q4 | $65K | Sell |
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|
2020
Q3 | $50K | Sell |
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|
2020
Q2 | $121K | Sell |
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|
2020
Q1 | $711K | Buy |
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|
2019
Q4 | $1.57M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $608K | Sell |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $490K | Sell |
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|
2018
Q3 | $837K | Sell |
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|
2018
Q2 | $857K | Buy |
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