CoreCap Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
4,947
+300
| +6% | +$17.9K | 0.01% | 644 |
|
|
2025
Q1 | $274K | Hold |
4,647
| – | – | 0.01% | 609 |
|
|
2024
Q4 | $287K | Hold |
4,647
| – | – | 0.01% | 606 |
|
|
2024
Q3 | $278K | Buy |
+4,647
| New | +$278K | 0.01% | 594 |
|
|
2024
Q2 | – | Sell |
-4,287
| Closed | -$236K | – | 1794 |
|
|
2024
Q1 | $236K | Sell |
4,287
-327
| -7% | -$18K | 0.01% | 582 |
|
|
2023
Q4 | $258K | Buy |
+4,614
| New | +$258K | 0.02% | 500 |
|
|
2022
Q4 | $363K | Sell |
5,437
-54
| -1% | -$3.61K | 0.03% | 416 |
|
|
2022
Q3 | $390K | Hold |
5,491
| – | – | 0.03% | 356 |
|
|
2022
Q2 | $403K | Sell |
5,491
-275
| -5% | -$20.2K | 0.03% | 368 |
|
|
2022
Q1 | $521K | Sell |
5,766
-37
| -0.6% | -$3.34K | 0.04% | 327 |
|
|
2021
Q4 | $505K | Buy |
+5,803
| New | +$505K | 0.03% | 363 |
|