CVA Family Office’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.4K | Sell |
995
-9
| -0.9% | -$537 | 0.01% | 513 |
|
|
2025
Q1 | $59.3K | Buy |
1,004
+9
| +0.9% | +$532 | 0.01% | 490 |
|
|
2024
Q4 | $61.5K | Hold |
995
| – | – | 0.01% | 483 |
|
|
2024
Q3 | $59.6K | Hold |
995
| – | – | 0.01% | 475 |
|
|
2024
Q2 | $50.8K | Hold |
995
| – | – | 0.01% | 493 |
|
|
2024
Q1 | $54.7K | Hold |
995
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $55.5K | Buy |
+995
| New | +$55.5K | 0.01% | 455 |
|
|
2023
Q3 | – | Sell |
-675
| Closed | -$28.6K | – | 367 |
|
|
2023
Q2 | $28.6K | Buy |
675
+580
| +611% | +$24.6K | 0.01% | 556 |
|
|
2023
Q1 | $4.13K | Buy |
+95
| New | +$4.13K | ﹤0.01% | 795 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$3K | – | 955 |
|
|
2022
Q3 | $3K | Sell |
40
-15
| -27% | -$1.13K | ﹤0.01% | 770 |
|
|
2022
Q2 | $4K | Buy |
55
+15
| +38% | +$1.09K | ﹤0.01% | 759 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 795 |
|
|
2021
Q2 | – | Sell |
-55
| Closed | -$4K | – | 949 |
|
|
2021
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 641 |
|