Clearstead Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
5,899
+202
| +4% | +$12K | ﹤0.01% | 707 |
|
|
2025
Q1 | $336K | Hold |
5,697
| – | – | 0.01% | 674 |
|
|
2024
Q4 | $352K | Sell |
5,697
-65
| -1% | -$4.02K | 0.01% | 670 |
|
|
2024
Q3 | $345K | Buy |
5,762
+65
| +1% | +$3.89K | 0.01% | 670 |
|
|
2024
Q2 | $291K | Hold |
5,697
| – | – | 0.01% | 694 |
|
|
2024
Q1 | $303K | Sell |
5,697
-22
| -0.4% | -$1.17K | 0.02% | 400 |
|
|
2023
Q4 | $319K | Sell |
5,719
-5,675
| -50% | -$317K | 0.02% | 384 |
|
|
2023
Q3 | $473K | Buy |
11,394
+5,697
| +100% | +$237K | 0.01% | 415 |
|
|
2023
Q2 | $241K | Sell |
5,697
-34
| -0.6% | -$1.44K | 0.01% | 405 |
|
|
2023
Q1 | $249K | Buy |
5,731
+34
| +0.6% | +$1.48K | 0.02% | 363 |
|
|
2022
Q4 | $381K | Hold |
5,697
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $405K | Hold |
5,697
| – | – | 0.04% | 259 |
|
|
2022
Q2 | $418K | Sell |
5,697
-947
| -14% | -$69.5K | 0.03% | 277 |
|
|
2022
Q1 | $601K | Buy |
6,644
+947
| +17% | +$85.7K | 0.04% | 240 |
|
|
2021
Q4 | $496K | Sell |
5,697
-11
| -0.2% | -$958 | 0.03% | 254 |
|
|
2021
Q3 | $459K | Sell |
5,708
-26
| -0.5% | -$2.09K | 0.03% | 251 |
|
|
2021
Q2 | $409K | Sell |
5,734
-45
| -0.8% | -$3.21K | 0.03% | 252 |
|
|
2021
Q1 | $415K | Buy |
5,779
+82
| +1% | +$5.89K | 0.03% | 240 |
|
|
2020
Q4 | $318K | Sell |
5,697
-25
| -0.4% | -$1.4K | 0.03% | 259 |
|
|
2020
Q3 | $219K | Sell |
5,722
-975
| -15% | -$37.3K | 0.02% | 271 |
|
|
2020
Q2 | $255K | Buy |
6,697
+5,630
| +528% | +$214K | 0.03% | 238 |
|
|
2020
Q1 | $31K | Buy |
+1,067
| New | +$31K | ﹤0.01% | 457 |
|