Boston Private Bank & Trust’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $57K | Buy |
+1,274
| New | +$57K | ﹤0.01% | 541 |
|
|
2014
Q3 | – | Sell |
-125
| Closed | -$6K | – | 1042 |
|
|
2014
Q2 | $6K | Sell |
125
-125
| -50% | -$6K | ﹤0.01% | 873 |
|
|
2014
Q1 | $13K | Sell |
250
-250
| -50% | -$13K | ﹤0.01% | 810 |
|
|
2013
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 708 |
|
|
2013
Q3 | $20K | Sell |
500
-40
| -7% | -$1.6K | ﹤0.01% | 701 |
|
|
2013
Q2 | $22K | Buy |
+540
| New | +$22K | ﹤0.01% | 660 |
|