Graypoint LLC’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,013
Closed -$256K 491
2024
Q2
$256K Sell
5,013
-1,490
-23% -$76K 0.02% 410
2024
Q1
$358K Buy
6,503
+2,198
+51% +$121K 0.03% 342
2023
Q4
$240K Buy
+4,305
New +$240K 0.02% 392