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 |
|