Capital Advisors Ltd’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Hold |
851
| – | – | 0.01% | 465 |
|
|
2025
Q1 | $50K | Hold |
851
| – | – | 0.01% | 450 |
|
|
2024
Q4 | $53K | Hold |
851
| – | – | 0.01% | 435 |
|
|
2024
Q3 | $51K | Hold |
851
| – | – | 0.01% | 448 |
|
|
2024
Q2 | $43K | Sell |
851
-21
| -2% | -$1.06K | 0.01% | 468 |
|
|
2024
Q1 | $48K | Buy |
872
+21
| +2% | +$1.16K | 0.01% | 442 |
|
|
2023
Q4 | $47K | Hold |
851
| – | – | 0.01% | 431 |
|
|
2023
Q3 | $35K | Hold |
851
| – | – | 0.01% | 464 |
|
|
2023
Q2 | $36K | Buy |
851
+658
| +341% | +$27.8K | 0.01% | 474 |
|
|
2023
Q1 | $8K | Sell |
193
-651
| -77% | -$27K | ﹤0.01% | 588 |
|
|
2022
Q4 | $12K | Buy |
844
+685
| +431% | +$9.74K | ﹤0.01% | 528 |
|
|
2022
Q3 | $11K | Buy |
159
+5
| +3% | +$346 | ﹤0.01% | 525 |
|
|
2022
Q2 | $11K | Sell |
154
-6
| -4% | -$429 | ﹤0.01% | 494 |
|
|
2022
Q1 | $14K | Hold |
160
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $14K | Buy |
+160
| New | +$14K | ﹤0.01% | 469 |
|