Gradient Investments’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
5,027
-6
| -0.1% | -$358 | 0.01% | 319 |
|
|
2025
Q1 | $297K | Sell |
5,033
-1
| -0% | -$59 | 0.01% | 285 |
|
|
2024
Q4 | $311K | Buy |
+5,034
| New | +$311K | 0.01% | 260 |
|
|
2024
Q3 | – | Sell |
-2,821
| Closed | -$144K | – | 479 |
|
|
2024
Q2 | $144K | Buy |
2,821
+2,203
| +356% | +$112K | ﹤0.01% | 354 |
|
|
2024
Q1 | $34K | Sell |
618
-1,868
| -75% | -$103K | ﹤0.01% | 467 |
|
|
2023
Q4 | $139K | Buy |
2,486
+24
| +1% | +$1.34K | ﹤0.01% | 383 |
|
|
2023
Q3 | $102K | Buy |
2,462
+29
| +1% | +$1.21K | ﹤0.01% | 386 |
|
|
2023
Q2 | $103K | Buy |
2,433
+51
| +2% | +$2.16K | ﹤0.01% | 402 |
|
|
2023
Q1 | $103K | Buy |
2,382
+17
| +0.7% | +$738 | ﹤0.01% | 370 |
|
|
2022
Q4 | $158K | Buy |
2,365
+11
| +0.5% | +$735 | 0.01% | 327 |
|
|
2022
Q3 | $167K | Buy |
2,354
+12
| +0.5% | +$851 | 0.01% | 303 |
|
|
2022
Q2 | $172K | Buy |
2,342
+9
| +0.4% | +$661 | 0.01% | 304 |
|
|
2022
Q1 | $211K | Sell |
2,333
-3,071
| -57% | -$278K | 0.01% | 283 |
|
|
2021
Q4 | $470K | Buy |
5,404
+44
| +0.8% | +$3.83K | 0.01% | 223 |
|
|
2021
Q3 | $431K | Buy |
5,360
+11
| +0.2% | +$885 | 0.01% | 230 |
|
|
2021
Q2 | $382K | Buy |
5,349
+11
| +0.2% | +$786 | 0.01% | 238 |
|
|
2021
Q1 | $383K | Buy |
5,338
+556
| +12% | +$39.9K | 0.01% | 243 |
|
|
2020
Q4 | $183K | Hold |
4,782
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $183K | Buy |
4,782
+21
| +0.4% | +$804 | 0.01% | 259 |
|
|
2020
Q2 | $181K | Buy |
4,761
+3,672
| +337% | +$140K | 0.01% | 251 |
|
|
2020
Q1 | $32K | Buy |
1,089
+11
| +1% | +$323 | ﹤0.01% | 425 |
|
|
2019
Q4 | $77K | Buy |
1,078
+11
| +1% | +$786 | ﹤0.01% | 334 |
|
|
2019
Q3 | $70K | Buy |
1,067
+10
| +0.9% | +$656 | ﹤0.01% | 334 |
|
|
2019
Q2 | $77K | Buy |
1,057
+9
| +0.9% | +$656 | ﹤0.01% | 340 |
|
|
2019
Q1 | $77K | Buy |
1,048
+9
| +0.9% | +$661 | 0.01% | 303 |
|
|
2018
Q4 | $71K | Sell |
1,039
-93
| -8% | -$6.36K | ﹤0.01% | 302 |
|
|
2018
Q3 | $102K | Buy |
1,132
+4
| +0.4% | +$360 | 0.01% | 280 |
|
|
2018
Q2 | $103K | Hold |
1,128
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $108K | Buy |
1,128
+4
| +0.4% | +$383 | 0.01% | 270 |
|
|
2017
Q4 | $98K | Buy |
+1,124
| New | +$98K | 0.01% | 282 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$7K | – | 307 |
|
|
2017
Q2 | $7K | Sell |
100
-3
| -3% | -$210 | ﹤0.01% | 530 |
|
|
2017
Q1 | $7K | Hold |
103
| – | – | ﹤0.01% | 559 |
|
|
2016
Q4 | $7K | Buy |
103
+3
| +3% | +$204 | ﹤0.01% | 497 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 538 |
|
|
2013
Q4 | – | Sell |
-14
| Closed | -$1K | – | 584 |
|
|
2013
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 434 |
|
|
2013
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 392 |
|