Center for Financial Planning’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Hold |
364
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $21.5K | Hold |
364
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $22.5K | Hold |
364
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $21.8K | Sell |
364
-22
| -6% | -$1.32K | ﹤0.01% | 331 |
|
|
2024
Q2 | $19.7K | Buy |
386
+22
| +6% | +$1.12K | ﹤0.01% | 326 |
|
|
2024
Q1 | $20K | Hold |
364
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $20.3K | Hold |
364
| – | – | ﹤0.01% | 309 |
|
|
2023
Q3 | $15.1K | Hold |
364
| – | – | ﹤0.01% | 316 |
|
|
2023
Q2 | $15.4K | Hold |
364
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $15.8K | Hold |
364
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $24.3K | Hold |
364
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $26K | Hold |
364
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $27K | Hold |
364
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $33K | Sell |
364
-239
| -40% | -$21.7K | 0.01% | 258 |
|
|
2021
Q4 | $52K | Sell |
603
-579
| -49% | -$49.9K | 0.01% | 222 |
|
|
2021
Q3 | $95K | Hold |
1,182
| – | – | 0.02% | 166 |
|
|
2021
Q2 | $84K | Hold |
1,182
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $85K | Hold |
1,182
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $66K | Hold |
1,182
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $45K | Sell |
1,182
-277
| -19% | -$10.5K | 0.01% | 194 |
|
|
2020
Q2 | $56K | Sell |
1,459
-83
| -5% | -$3.19K | 0.02% | 178 |
|
|
2020
Q1 | $45K | Sell |
1,542
-7
| -0.5% | -$204 | 0.02% | 179 |
|
|
2019
Q4 | $111K | Buy |
+1,549
| New | +$111K | 0.03% | 134 |
|