Glassman Wealth Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-152
| Closed | -$8.48K | – | 535 |
|
|
2023
Q4 | $8.48K | Sell |
152
-10
| -6% | -$558 | ﹤0.01% | 922 |
|
|
2023
Q3 | $6.73K | Hold |
162
| – | – | ﹤0.01% | 973 |
|
|
2023
Q2 | $6.86K | Sell |
162
-129
| -44% | -$5.46K | ﹤0.01% | 910 |
|
|
2023
Q1 | $12.6K | Buy |
291
+212
| +268% | +$9.21K | ﹤0.01% | 753 |
|
|
2022
Q4 | $5.28K | Buy |
79
+20
| +34% | +$1.34K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $4K | Sell |
59
-2
| -3% | -$136 | ﹤0.01% | 1035 |
|
|
2022
Q2 | $4K | Sell |
61
-10
| -14% | -$656 | ﹤0.01% | 1058 |
|
|
2022
Q1 | $6K | Buy |
71
+10
| +16% | +$845 | ﹤0.01% | 952 |
|
|
2021
Q4 | $5K | Buy |
61
+3
| +5% | +$246 | ﹤0.01% | 971 |
|
|
2021
Q3 | $5K | Buy |
58
+13
| +29% | +$1.12K | ﹤0.01% | 952 |
|
|
2021
Q2 | $3K | Buy |
45
+3
| +7% | +$200 | ﹤0.01% | 1039 |
|
|
2021
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 982 |
|
|
2020
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q3 | $2K | Buy |
42
+9
| +27% | +$429 | ﹤0.01% | 972 |
|
|
2020
Q2 | $1K | Buy |
33
+8
| +32% | +$242 | ﹤0.01% | 981 |
|
|
2020
Q1 | $1K | Sell |
25
-35
| -58% | -$1.4K | ﹤0.01% | 826 |
|
|
2019
Q4 | $4K | Buy |
60
+4
| +7% | +$267 | ﹤0.01% | 609 |
|
|
2019
Q3 | $4K | Sell |
56
-66
| -54% | -$4.71K | ﹤0.01% | 563 |
|
|
2019
Q2 | $9K | Buy |
122
+7
| +6% | +$516 | ﹤0.01% | 471 |
|
|
2019
Q1 | $8K | Buy |
115
+82
| +248% | +$5.7K | ﹤0.01% | 471 |
|
|
2018
Q4 | $2K | Sell |
33
-3
| -8% | -$182 | ﹤0.01% | 533 |
|
|
2018
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 523 |
|
|
2018
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 487 |
|
|
2018
Q1 | $3K | Buy |
36
+24
| +200% | +$2K | ﹤0.01% | 474 |
|
|
2017
Q4 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 553 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 454 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2016
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 488 |
|