Cobiz Wealth’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$347K Sell
2019
Q1
$4.7M Buy
2018
Q4
$2.13M Sell
2018
Q3
$5.2M Buy
2018
Q2
$5.23M Buy
2018
Q1
$4.91M Buy