Biegel & Waller’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $605K | Hold |
9,168
| – | – | 0.34% | 33 |
|
2019
Q2 | $666K | Hold |
9,168
| – | – | 0.34% | 36 |
|
2019
Q1 | $672K | Hold |
9,168
| – | – | 0.35% | 34 |
|
2018
Q4 | $630K | Sell |
9,168
-692
| -7% | -$47.6K | 0.37% | 34 |
|
2018
Q3 | $889K | Hold |
9,860
| – | – | 0.51% | 25 |
|
2018
Q2 | $896K | Buy |
+9,860
| New | +$896K | 0.56% | 22 |
|