Curi RMB Capital’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 770 |
|
2018
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 853 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 882 |
|
2018
Q1 | – | Sell |
-210
| Closed | -$18K | – | 881 |
|
2017
Q4 | $18K | Buy |
+210
| New | +$18K | ﹤0.01% | 856 |
|
2017
Q3 | – | Sell |
-51,437
| Closed | -$3.77M | – | 687 |
|
2017
Q2 | $3.77M | Buy |
+51,437
| New | +$3.77M | 0.11% | 240 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 538 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 451 |
|
2016
Q3 | – | Sell |
-30
| Closed | -$1K | – | 421 |
|
2016
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 414 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 391 |
|