Castleview Partners’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-56
Closed -$4K 667
2022
Q3
$4K Sell
56
-1,464
-96% -$105K ﹤0.01% 465
2022
Q2
$9.21K Sell
1,520
-1,081
-42% -$6.55K 0.01% 467
2022
Q1
$235K Sell
2,601
-11,406
-81% -$1.03M 0.15% 140
2021
Q4
$161 Buy
+14,007
New +$161 ﹤0.01% 722