Caprock Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,359
| Closed | -$210K | – | 1096 |
|
|
2024
Q4 | $210K | Sell |
3,359
-12
| -0.4% | -$751 | 0.01% | 923 |
|
|
2024
Q3 | $204K | Buy |
+3,371
| New | +$204K | 0.01% | 842 |
|
|
2023
Q3 | – | Sell |
-5,544
| Closed | -$238K | – | 664 |
|
|
2023
Q2 | $238K | Buy |
+5,544
| New | +$238K | 0.02% | 566 |
|