CI
CX Institutional’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
3,311
-62
| -2% | -$3.71K | 0.01% | 626 |
|
|
2025
Q1 | $199K | Sell |
3,373
-88
| -3% | -$5.19K | 0.01% | 599 |
|
|
2024
Q4 | $214K | Sell |
3,461
-91
| -3% | -$5.63K | 0.01% | 505 |
|
|
2024
Q3 | $213K | Buy |
+3,552
| New | +$213K | 0.01% | 538 |
|
|
2024
Q1 | – | Sell |
-3,664
| Closed | -$204K | – | 547 |
|
|
2023
Q4 | $204K | Buy |
+3,664
| New | +$204K | 0.01% | 488 |
|
|
2022
Q3 | – | Sell |
-330
| Closed | -$24K | – | 580 |
|
|
2022
Q2 | $24K | Buy |
+330
| New | +$24K | ﹤0.01% | 804 |
|
|
2021
Q4 | – | Sell |
-292
| Closed | -$24K | – | 429 |
|
|
2021
Q3 | $24K | Buy |
292
+109
| +60% | +$8.96K | ﹤0.01% | 709 |
|
|
2021
Q2 | $13K | Buy |
183
+15
| +9% | +$1.07K | ﹤0.01% | 796 |
|
|
2021
Q1 | $12K | Buy |
168
+45
| +37% | +$3.21K | ﹤0.01% | 743 |
|
|
2020
Q4 | $7K | Buy |
123
+24
| +24% | +$1.37K | ﹤0.01% | 765 |
|
|
2020
Q3 | $4K | Hold |
99
| – | – | ﹤0.01% | 765 |
|
|
2020
Q2 | $4K | Buy |
99
+16
| +19% | +$646 | ﹤0.01% | 680 |
|
|
2020
Q1 | $2K | Buy |
83
+29
| +54% | +$699 | ﹤0.01% | 654 |
|
|
2019
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 574 |
|
|
2019
Q3 | $4K | Buy |
54
+14
| +35% | +$1.04K | ﹤0.01% | 609 |
|
|
2019
Q2 | $3K | Buy |
40
+22
| +122% | +$1.65K | ﹤0.01% | 684 |
|
|
2019
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 732 |
|