Evolution Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-222
| Closed | -$18K | – | 248 |
|
|
2021
Q3 | $18K | Sell |
222
-6
| -3% | -$486 | ﹤0.01% | 322 |
|
|
2021
Q2 | $16K | Sell |
228
-39
| -15% | -$2.74K | ﹤0.01% | 334 |
|
|
2021
Q1 | $19K | Hold |
267
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $15K | Hold |
267
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $10K | Hold |
267
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $10K | Buy |
+267
| New | +$10K | ﹤0.01% | 283 |
|
|
2019
Q4 | – | Sell |
-477
| Closed | -$31K | – | 636 |
|
|
2019
Q3 | $31K | Buy |
+477
| New | +$31K | 0.01% | 64 |
|