Caldwell Trust’s Comerica CMA Stock Holding History

Caldwell Trust’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-549
2021 Q2	$39.2K	Hold	549
2021 Q1	$39.4K	Hold	549
2020 Q4	$30.7K	Hold	549
2020 Q3	$21K	Hold	549
2020 Q2	$20.9K	Hold	549
2020 Q1	$16.1K	Hold	549
2019 Q4	$39.4K	Buy	+549