Concert Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,959
| Closed | -$232K | – | 525 |
|
|
2016
Q3 | $232K | Sell |
4,959
-391
| -7% | -$18.3K | 0.03% | 584 |
|
|
2016
Q2 | $220K | Sell |
5,350
-60
| -1% | -$2.47K | 0.03% | 568 |
|
|
2016
Q1 | $206K | Hold |
5,410
| – | – | 0.03% | 582 |
|
|
2015
Q4 | $226K | Sell |
5,410
-49
| -0.9% | -$2.05K | 0.03% | 561 |
|
|
2015
Q3 | $224K | Hold |
5,459
| – | – | 0.03% | 578 |
|
|
2015
Q2 | $280K | Buy |
+5,459
| New | +$280K | 0.04% | 530 |
|