Financial Gravity Asset Management’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4
Closed -$215 1634
2024
Q1
$215 Buy
+4
New +$215 ﹤0.01% 1604
2023
Q3
Sell
-42
Closed -$221 1337
2023
Q2
$221 Buy
+42
New +$221 ﹤0.01% 1164
2023
Q1
Sell
-67
Closed -$10.2K 1229
2022
Q4
$10.2K Sell
67
-359
-84% -$54.8K 0.05% 247
2022
Q3
$271 Buy
+426
New +$271 0.01% 495
2021
Q4
Sell
-1
Closed -$81K 970
2021
Q3
$81K Hold
1
0.04% 414
2021
Q2
$71K Buy
+1
New +$71K 0.03% 454
2020
Q2
Sell
-7
Closed -$208 166
2020
Q1
$208 Sell
7
-2
-22% -$59 ﹤0.01% 717
2019
Q4
$72K Sell
9
-1
-10% -$8K 0.05% 460
2019
Q3
$1K Sell
10
-14
-58% -$1.4K ﹤0.01% 994
2019
Q2
$2K Sell
24
-31
-56% -$2.58K ﹤0.01% 873
2019
Q1
$4K Buy
+55
New +$4K ﹤0.01% 733
2018
Q3
$295K Buy
3,697
+792
+27% +$63.2K 0.31% 55
2018
Q2
$282K Buy
2,905
+1,264
+77% +$123K 0.26% 69
2018
Q1
$155K Buy
+1,641
New +$155K 0.16% 134