Berman Capital Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $106K | Buy |
1,326
+1
| +0.1% | +$80 | 0.02% | 419 |
|
|
2021
Q2 | $94K | Sell |
1,325
-1
| -0.1% | -$71 | 0.02% | 400 |
|
|
2021
Q1 | $95K | Buy |
1,326
+77
| +6% | +$5.52K | 0.02% | 319 |
|
|
2020
Q4 | $69K | Buy |
1,249
+141
| +13% | +$7.79K | 0.02% | 329 |
|
|
2020
Q3 | $42K | Buy |
1,108
+42
| +4% | +$1.59K | 0.01% | 386 |
|
|
2020
Q2 | $40K | Buy |
1,066
+207
| +24% | +$7.77K | 0.01% | 374 |
|
|
2020
Q1 | $24K | Buy |
+859
| New | +$24K | 0.01% | 448 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$15K | – | 1461 |
|
|
2019
Q2 | $15K | Buy |
208
+144
| +225% | +$10.4K | ﹤0.01% | 591 |
|
|
2019
Q1 | $4K | Buy |
64
+54
| +540% | +$3.38K | ﹤0.01% | 907 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1147 |
|