Coldstream Capital Management’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Buy
2025
Q2
$242K Sell
2025
Q1
$288K Sell
2024
Q4
$327K Sell
2024
Q3
$346K Sell
2024
Q2
$305K Sell
2024
Q1
$337K Buy
2023
Q4
$324K Sell
2023
Q3
$321K Buy
2023
Q2
$292K Buy
2023
Q1
$263K Buy
2022
Q4
$285K Buy
2022
Q2
$344K Buy
2022
Q1
$399K Sell
2021
Q4
$389K Buy
2021
Q3
Sell
2021
Q2
$215K Buy
2021
Q1
$210K Buy