GoalVest Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$532 | – | 390 |
|
|
2025
Q1 | $532 | Buy |
+9
| New | +$532 | ﹤0.01% | 362 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$1.4K | – | 266 |
|
|
2022
Q4 | $1.4K | Hold |
21
| – | – | ﹤0.01% | 223 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 241 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 286 |
|