Geneva Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $245K | Hold |
3,350
| – | – | ﹤0.01% | 641 |
|
|
2017
Q1 | $230K | Sell |
3,350
-66
| -2% | -$4.53K | ﹤0.01% | 653 |
|
|
2016
Q4 | $233K | Buy |
+3,416
| New | +$233K | ﹤0.01% | 638 |
|
|
2015
Q1 | – | Sell |
-4,300
| Closed | -$201K | – | 702 |
|
|
2014
Q4 | $201K | Hold |
4,300
| – | – | ﹤0.01% | 604 |
|
|
2014
Q3 | $214K | Buy |
+4,300
| New | +$214K | ﹤0.01% | 582 |
|