BWM
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Bernard Wealth Management’s Comerica CMA Stock Holding History

Bernard Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.4K Hold
225
– – 0.01% 205
2025
Q1 		$13.3K Hold
225
– – 0.01% 211
2024
Q4 		$13.9K Buy
+225
New +$13.9K 0.01% 201