Colonial Trust Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-136
| Closed | -$8.41K | – | 686 |
|
|
2024
Q4 | $8.41K | Hold |
136
| – | – | ﹤0.01% | 505 |
|
|
2024
Q3 | $8.15K | Hold |
136
| – | – | ﹤0.01% | 560 |
|
|
2024
Q2 | $6.94K | Sell |
136
-20
| -13% | -$1.02K | ﹤0.01% | 567 |
|
|
2024
Q1 | $8.58K | Sell |
156
-57
| -27% | -$3.13K | ﹤0.01% | 619 |
|
|
2023
Q4 | $11.9K | Hold |
213
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $8.85K | Sell |
213
-6
| -3% | -$249 | ﹤0.01% | 531 |
|
|
2023
Q2 | $9.28K | Hold |
219
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $9.51K | Sell |
219
-7
| -3% | -$304 | ﹤0.01% | 521 |
|
|
2022
Q4 | $15.1K | Buy |
+226
| New | +$15.1K | ﹤0.01% | 457 |
|