Focus Partners Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
6,040
+322
| +6% | +$19.2K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $338K | Sell |
5,718
-1,170
| -17% | -$69.1K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $426K | Buy |
+6,888
| New | +$426K | ﹤0.01% | 1384 |
|
|
2024
Q3 | – | Sell |
-3,860
| Closed | -$217K | – | 1577 |
|
|
2024
Q2 | $217K | Sell |
3,860
-1,067
| -22% | -$60K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $271K | Buy |
+4,927
| New | +$271K | ﹤0.01% | 865 |
|