Coastal Bridge Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,900
| Closed | -$206K | – | 177 |
|
|
2022
Q3 | $206K | Hold |
2,900
| – | – | 0.06% | 143 |
|
|
2022
Q2 | $213K | Buy |
+2,900
| New | +$213K | 0.07% | 129 |
|
|
2021
Q2 | – | Sell |
-4,632
| Closed | -$332K | – | 151 |
|
|
2021
Q1 | $332K | Buy |
+4,632
| New | +$332K | 0.06% | 96 |
|