Envestnet Portfolio Solutions’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,171
| Closed | -$490K | – | 1732 |
|
|
2024
Q3 | $490K | Buy |
8,171
+947
| +13% | +$56.7K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $369K | Sell |
7,224
-1,730
| -19% | -$88.3K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $492K | Buy |
8,954
+143
| +2% | +$7.86K | ﹤0.01% | 1129 |
|
|
2023
Q4 | $492K | Buy |
+8,811
| New | +$492K | ﹤0.01% | 1066 |
|