Global Retirement Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
+2,362
| New | +$141K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $146K | Sell |
2,361
-111
| -4% | -$6.87K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $148K | Buy |
2,472
+29
| +1% | +$1.74K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $125K | Sell |
2,443
-134
| -5% | -$6.84K | ﹤0.01% | 1085 |
|
|
2024
Q1 | $142K | Sell |
2,577
-100
| -4% | -$5.5K | 0.01% | 930 |
|
|
2023
Q4 | $143K | Buy |
2,677
+2,316
| +642% | +$123K | 0.01% | 888 |
|
|
2023
Q3 | $14.3K | Sell |
361
-3,091
| -90% | -$122K | ﹤0.01% | 1805 |
|
|
2023
Q2 | $146K | Buy |
3,452
+115
| +3% | +$4.87K | 0.01% | 806 |
|
|
2023
Q1 | $119K | Buy |
3,337
+3,283
| +6,080% | +$117K | 0.01% | 848 |
|
|
2022
Q4 | $3.61K | Sell |
54
-48
| -47% | -$3.21K | ﹤0.01% | 2139 |
|
|
2022
Q3 | $7K | Sell |
102
-56
| -35% | -$3.84K | ﹤0.01% | 1798 |
|
|
2022
Q2 | $12K | Buy |
158
+16
| +11% | +$1.22K | ﹤0.01% | 1541 |
|
|
2022
Q1 | $11K | Sell |
142
-435
| -75% | -$33.7K | ﹤0.01% | 1572 |
|
|
2021
Q4 | $50K | Buy |
577
+256
| +80% | +$22.2K | 0.04% | 95 |
|
|
2021
Q3 | $26K | Buy |
321
+111
| +53% | +$8.99K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $15K | Buy |
210
+186
| +775% | +$13.3K | ﹤0.01% | 1266 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1471 |
|
|
2019
Q4 | $2K | Sell |
24
-23
| -49% | -$1.92K | ﹤0.01% | 1458 |
|
|
2019
Q3 | $3K | Sell |
47
-22
| -32% | -$1.4K | ﹤0.01% | 1380 |
|
|
2019
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q4 | $5K | Sell |
69
-23
| -25% | -$1.67K | ﹤0.01% | 1145 |
|
|
2018
Q3 | $8K | Hold |
92
| – | – | ﹤0.01% | 1090 |
|
|
2018
Q2 | $8K | Sell |
92
-85
| -48% | -$7.39K | ﹤0.01% | 1057 |
|
|
2018
Q1 | $17K | Buy |
177
+124
| +234% | +$11.9K | ﹤0.01% | 798 |
|
|
2017
Q4 | $5K | Sell |
53
-5
| -9% | -$472 | ﹤0.01% | 1099 |
|
|
2017
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 969 |
|
|
2017
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 942 |
|
|
2016
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 875 |
|