Elevated Capital Advisors’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$867K	Hold	14,675	–	–	0.24%	122
2025 Q1	$867K	Buy	14,675 +477	+3%	+$28.2K	0.24%	122
2024 Q4	$878K	Sell	14,198 -1,183	-8%	-$73.2K	0.24%	120
2024 Q3	$921K	Sell	15,381 -1,009	-6%	-$60.4K	0.24%	116
2024 Q2	$837K	Buy	+16,390	New	+$837K	0.24%	115