Dynamic Advisor Solutions’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,318
| Closed | -$244K | – | 937 |
|
|
2023
Q4 | $244K | Buy |
+4,318
| New | +$244K | 0.01% | 776 |
|
|
2023
Q1 | – | Sell |
-3,847
| Closed | -$257K | – | 759 |
|
|
2022
Q4 | $257K | Buy |
3,847
+14
| +0.4% | +$936 | 0.02% | 593 |
|
|
2022
Q3 | $273K | Buy |
3,833
+1
| +0% | +$71 | 0.02% | 549 |
|
|
2022
Q2 | $281K | Hold |
3,832
| – | – | 0.02% | 556 |
|
|
2022
Q1 | $347K | Hold |
3,832
| – | – | 0.02% | 522 |
|
|
2021
Q4 | $333K | Hold |
3,832
| – | – | 0.02% | 534 |
|
|
2021
Q3 | $308K | Sell |
3,832
-14
| -0.4% | -$1.13K | 0.02% | 567 |
|
|
2021
Q2 | $274K | Buy |
3,846
+13
| +0.3% | +$926 | 0.02% | 569 |
|
|
2021
Q1 | $275K | Hold |
3,833
| – | – | 0.03% | 519 |
|
|
2020
Q4 | $214K | Buy |
+3,833
| New | +$214K | 0.02% | 581 |
|