Continuum Advisory’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$804 | – | 1725 |
|
|
2024
Q4 | $804 | Buy |
13
+5
| +63% | +$309 | ﹤0.01% | 1654 |
|
|
2024
Q3 | $561 | Sell |
8
-28
| -78% | -$1.96K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $1.84K | Buy |
36
+8
| +29% | +$408 | ﹤0.01% | 1322 |
|
|
2024
Q1 | $1.49K | Buy |
+28
| New | +$1.49K | ﹤0.01% | 1379 |
|
|
2022
Q3 | – | Sell |
-14,102
| Closed | -$1.04M | – | 407 |
|
|
2022
Q2 | $1.04M | Buy |
14,102
+3,812
| +37% | +$280K | 0.19% | 144 |
|
|
2022
Q1 | $843K | Buy |
+10,290
| New | +$843K | 0.16% | 159 |
|