Crewe Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-27
| Closed | -$1.51K | – | 948 |
|
2023
Q4 | $1.51K | Buy |
+27
| New | +$1.51K | ﹤0.01% | 305 |
|
2022
Q4 | – | Sell |
-231
| Closed | -$16K | – | 1070 |
|
2022
Q3 | $16K | Buy |
231
+68
| +42% | +$4.71K | ﹤0.01% | 521 |
|
2022
Q2 | $12K | Buy |
+163
| New | +$12K | ﹤0.01% | 546 |
|