FDx Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,269
| Closed | -$240K | – | 744 |
|
2022
Q2 | $240K | Buy |
+3,269
| New | +$240K | 0.01% | 709 |
|
2019
Q1 | – | Sell |
-4,895
| Closed | -$336K | – | 786 |
|
2018
Q4 | $336K | Sell |
4,895
-1,232
| -20% | -$84.6K | 0.03% | 388 |
|
2018
Q3 | $553K | Sell |
6,127
-746
| -11% | -$67.3K | 0.02% | 493 |
|
2018
Q2 | $625K | Buy |
6,873
+86
| +1% | +$7.82K | 0.02% | 476 |
|
2018
Q1 | $651K | Buy |
6,787
+356
| +6% | +$34.1K | 0.02% | 648 |
|
2017
Q4 | $558K | Buy |
6,431
+297
| +5% | +$25.8K | 0.02% | 762 |
|
2017
Q3 | $468K | Buy |
6,134
+21
| +0.3% | +$1.6K | 0.01% | 826 |
|
2017
Q2 | $448K | Buy |
+6,113
| New | +$448K | 0.01% | 812 |
|