Centennial Wealth Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,118
| Closed | -$243K | – | 153 |
|
|
2025
Q1 | $243K | Sell |
4,118
-1,315
| -24% | -$77.7K | 0.09% | 133 |
|
|
2024
Q4 | $336K | Buy |
5,433
+365
| +7% | +$22.6K | 0.13% | 107 |
|
|
2024
Q3 | $304K | Buy |
5,068
+252
| +5% | +$15.1K | 0.12% | 114 |
|
|
2024
Q2 | $246K | Sell |
4,816
-2,140
| -31% | -$109K | 0.11% | 125 |
|
|
2024
Q1 | $383K | Sell |
6,956
-515
| -7% | -$28.3K | 0.18% | 80 |
|
|
2023
Q4 | $417K | Buy |
7,471
+491
| +7% | +$27.4K | 0.21% | 71 |
|
|
2023
Q3 | $290K | Sell |
6,980
-472
| -6% | -$19.6K | 0.16% | 100 |
|
|
2023
Q2 | $316K | Buy |
+7,452
| New | +$316K | 0.16% | 93 |
|
|
2023
Q1 | – | Sell |
-3,736
| Closed | -$250K | – | 124 |
|
|
2022
Q4 | $250K | Buy |
3,736
+627
| +20% | +$41.9K | 0.14% | 105 |
|
|
2022
Q3 | $221K | Buy |
+3,109
| New | +$221K | 0.13% | 95 |
|