DA
DCM Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,498
| Closed | -$551K | – | 183 |
|
|
2022
Q2 | $551K | Buy |
7,498
+2,026
| +37% | +$149K | 0.24% | 98 |
|
|
2022
Q1 | $495K | Hold |
5,472
| – | – | 0.18% | 124 |
|
|
2021
Q4 | $476K | Buy |
5,472
+1,372
| +33% | +$119K | 0.14% | 143 |
|
|
2021
Q3 | $330K | Sell |
4,100
-1,328
| -24% | -$107K | 0.13% | 178 |
|
|
2021
Q2 | $387K | Sell |
5,428
-19,690
| -78% | -$1.4M | 0.22% | 134 |
|
|
2021
Q1 | $1.8M | Buy |
25,118
+2,818
| +13% | +$202K | 1.05% | 11 |
|
|
2020
Q4 | $1.25M | Buy |
+22,300
| New | +$1.25M | 0.73% | 40 |
|