Freedom Investment Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7,479
| Closed | -$500K | – | 705 |
|
2022
Q4 | $500K | Buy |
7,479
+295
| +4% | +$19.7K | 0.06% | 427 |
|
2022
Q3 | $511K | Buy |
+7,184
| New | +$511K | 0.06% | 415 |
|
2021
Q4 | – | Sell |
-2,900
| Closed | -$233K | – | 864 |
|
2021
Q3 | $233K | Buy |
+2,900
| New | +$233K | 0.02% | 710 |
|
2020
Q1 | – | Sell |
-3,511
| Closed | -$252K | – | 673 |
|
2019
Q4 | $252K | Buy |
3,511
+24
| +0.7% | +$1.72K | 0.02% | 551 |
|
2019
Q3 | $230K | Sell |
3,487
-3,722
| -52% | -$246K | 0.02% | 593 |
|
2019
Q2 | $524K | Buy |
7,209
+1,636
| +29% | +$119K | 0.04% | 354 |
|
2019
Q1 | $409K | Sell |
5,573
-18,668
| -77% | -$1.37M | 0.03% | 427 |
|
2018
Q4 | $1.67M | Sell |
24,241
-1,017
| -4% | -$69.9K | 0.13% | 157 |
|
2018
Q3 | $2.47M | Buy |
25,258
+2,754
| +12% | +$269K | 0.15% | 120 |
|
2018
Q2 | $2.05M | Buy |
22,504
+9,583
| +74% | +$871K | 0.12% | 160 |
|
2018
Q1 | $1.24M | Buy |
+12,921
| New | +$1.24M | 0.06% | 302 |
|
2017
Q4 | – | Sell |
-3,273
| Closed | -$250K | – | 1138 |
|
2017
Q3 | $250K | Buy |
+3,273
| New | +$250K | 0.01% | 929 |
|