Genovese Burford & Brothers Wealth & Retirement Plan Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,356
| Closed | -$213K | – | 92 |
|
|
2018
Q3 | $213K | Buy |
2,356
+9
| +0.4% | +$814 | 0.07% | 87 |
|
|
2018
Q2 | $213K | Buy |
2,347
+7
| +0.3% | +$635 | 0.08% | 73 |
|
|
2018
Q1 | $224K | Buy |
+2,340
| New | +$224K | 0.08% | 70 |
|
|
2017
Q4 | – | Sell |
-2,322
| Closed | -$177K | – | 284 |
|
|
2017
Q3 | $177K | Buy |
2,322
+7
| +0.3% | +$534 | 0.07% | 66 |
|
|
2017
Q2 | $169K | Buy |
2,315
+8
| +0.3% | +$584 | 0.07% | 66 |
|
|
2017
Q1 | $159K | Buy |
2,307
+8
| +0.3% | +$551 | 0.06% | 67 |
|
|
2016
Q4 | $157K | Buy |
2,299
+11
| +0.5% | +$751 | 0.04% | 80 |
|
|
2016
Q3 | $108K | Buy |
2,288
+13
| +0.6% | +$614 | 0.04% | 98 |
|
|
2016
Q2 | $93K | Buy |
2,275
+12
| +0.5% | +$491 | 0.04% | 103 |
|
|
2016
Q1 | $85K | Buy |
2,263
+11
| +0.5% | +$413 | 0.04% | 97 |
|
|
2015
Q4 | $94K | Buy |
+2,252
| New | +$94K | 0.05% | 92 |
|