Engrave Wealth Partners’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-532
Closed -$20K 126
2020
Q2
$20K Hold
532
0.02% 178
2020
Q1
$15K Hold
532
0.02% 170
2019
Q4
$38K Buy
+532
New +$38K 0.04% 152