Evoke Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-306
| Closed | -$22K | – | 511 |
|
|
2022
Q3 | $22K | Sell |
306
-188
| -38% | -$13.5K | ﹤0.01% | 627 |
|
|
2022
Q2 | $36K | Buy |
494
+136
| +38% | +$9.91K | ﹤0.01% | 559 |
|
|
2022
Q1 | $33K | Buy |
358
+39
| +12% | +$3.6K | ﹤0.01% | 573 |
|
|
2021
Q4 | $28K | Sell |
319
-21
| -6% | -$1.84K | ﹤0.01% | 618 |
|
|
2021
Q3 | $27K | Hold |
340
| – | – | ﹤0.01% | 590 |
|
|
2021
Q2 | $25K | Sell |
340
-60
| -15% | -$4.41K | ﹤0.01% | 611 |
|
|
2021
Q1 | $29K | Buy |
400
+60
| +18% | +$4.35K | ﹤0.01% | 524 |
|
|
2020
Q4 | $19K | Buy |
340
+28
| +9% | +$1.57K | ﹤0.01% | 502 |
|
|
2020
Q3 | $12K | Sell |
312
-21
| -6% | -$808 | ﹤0.01% | 529 |
|
|
2020
Q2 | $13K | Sell |
333
-451
| -58% | -$17.6K | ﹤0.01% | 519 |
|
|
2020
Q1 | $23.4K | Buy |
784
+536
| +216% | +$16K | ﹤0.01% | 421 |
|
|
2019
Q4 | $18K | Buy |
248
+12
| +5% | +$871 | ﹤0.01% | 615 |
|
|
2019
Q3 | $15.7K | Buy |
+236
| New | +$15.7K | ﹤0.01% | 718 |
|