Disciplined Investments’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22
| Closed | -$932 | – | 379 |
|
|
2023
Q2 | $932 | Buy |
+22
| New | +$932 | ﹤0.01% | 998 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$1.87K | – | 1683 |
|
|
2022
Q4 | $1.87K | Buy |
28
+7
| +33% | +$468 | ﹤0.01% | 650 |
|
|
2022
Q3 | $1K | Sell |
21
-10
| -32% | -$476 | ﹤0.01% | 835 |
|
|
2022
Q2 | $2K | Buy |
31
+1
| +3% | +$65 | ﹤0.01% | 628 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 552 |
|