CW
Cobiz Wealth’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $347K | Sell |
4,776
-59,295
| -93% | -$4.31M | 0.07% | 88 |
|
|
2019
Q1 | $4.7M | Buy |
64,071
+33,065
| +107% | +$2.42M | 0.91% | 45 |
|
|
2018
Q4 | $2.13M | Sell |
31,006
-26,629
| -46% | -$1.83M | 0.47% | 54 |
|
|
2018
Q3 | $5.2M | Buy |
57,635
+100
| +0.2% | +$9.02K | 1% | 40 |
|
|
2018
Q2 | $5.23M | Buy |
57,535
+6,405
| +13% | +$582K | 1.06% | 41 |
|
|
2018
Q1 | $4.91M | Buy |
+51,130
| New | +$4.91M | 1.04% | 43 |
|