BA
BKS Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $474K | Buy |
6,470
+1,000
| +18% | +$73.3K | 0.19% | 115 |
|
|
2018
Q4 | $376K | Hold |
5,470
| – | – | 0.17% | 130 |
|
|
2018
Q3 | $493K | Buy |
5,470
+850
| +18% | +$76.6K | 0.18% | 134 |
|
|
2018
Q2 | $420K | Sell |
4,620
-817
| -15% | -$74.3K | 0.15% | 146 |
|
|
2018
Q1 | $522K | Sell |
5,437
-1,500
| -22% | -$144K | 0.19% | 124 |
|
|
2017
Q4 | $602K | Hold |
6,937
| – | – | 0.22% | 108 |
|
|
2017
Q3 | $529K | Hold |
6,937
| – | – | 0.21% | 113 |
|
|
2017
Q2 | $508K | Buy |
6,937
+1,000
| +17% | +$73.2K | 0.21% | 118 |
|
|
2017
Q1 | $407K | Buy |
5,937
+3,000
| +102% | +$206K | 0.18% | 127 |
|
|
2016
Q4 | $200K | Buy |
2,937
+400
| +16% | +$27.2K | 0.09% | 174 |
|
|
2016
Q3 | $120K | Buy |
+2,537
| New | +$120K | 0.06% | 208 |
|