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Fermata Advisors’s Comerica CMA Stock Holding History

Fermata Advisors’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,635
Closed -$1.04M – 242
2025
Q1 		$1.04M Buy
+17,635
New +$1.04M 0.19% 101