EverSource Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
5,120
+4,176
| +442% | +$249K | 0.01% | 661 |
|
|
2025
Q1 | $55.8K | Buy |
944
+25
| +3% | +$1.48K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $56.8K | Sell |
919
-288
| -24% | -$17.8K | ﹤0.01% | 1135 |
|
|
2024
Q3 | $72.3K | Hold |
1,207
| – | – | ﹤0.01% | 911 |
|
|
2024
Q2 | $66.2K | Buy |
1,207
+199
| +20% | +$10.9K | ﹤0.01% | 963 |
|
|
2024
Q1 | $50.6K | Buy |
1,008
+3
| +0.3% | +$151 | ﹤0.01% | 981 |
|
|
2023
Q4 | $56.1K | Buy |
1,005
+190
| +23% | +$10.6K | 0.01% | 853 |
|
|
2023
Q3 | $33.9K | Sell |
815
-1,058
| -56% | -$44K | ﹤0.01% | 951 |
|
|
2023
Q2 | $79.3K | Buy |
1,873
+1,480
| +377% | +$62.7K | 0.01% | 661 |
|
|
2023
Q1 | $17.1K | Buy |
393
+148
| +60% | +$6.43K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $16.4K | Sell |
245
-67
| -21% | -$4.48K | ﹤0.01% | 1128 |
|
|
2022
Q3 | $22K | Buy |
312
+12
| +4% | +$846 | 0.01% | 866 |
|
|
2022
Q2 | $22K | Buy |
300
+15
| +5% | +$1.1K | 0.01% | 799 |
|
|
2022
Q1 | $26K | Buy |
285
+67
| +31% | +$6.11K | 0.01% | 612 |
|
|
2021
Q4 | $19K | Buy |
+218
| New | +$19K | 0.01% | 705 |
|