Delos Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,403
| Closed | -$2.03M | – | 233 |
|
|
2022
Q1 | $2.03M | Sell |
22,403
-4,693
| -17% | -$424K | 2% | 26 |
|
|
2021
Q4 | $2.36M | Sell |
27,096
-233
| -0.9% | -$20.3K | 2.24% | 19 |
|
|
2021
Q3 | $2.2M | Buy |
27,329
+11,269
| +70% | +$907K | 2.42% | 17 |
|
|
2021
Q2 | $1.15M | Buy |
+16,060
| New | +$1.15M | 1.43% | 25 |
|