GWWM
Great Waters Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
4,051
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $239K | Hold |
4,051
| – | – | 0.03% | 86 |
|
|
2024
Q4 | $251K | Hold |
4,051
| – | – | 0.03% | 89 |
|
|
2024
Q3 | $243K | Hold |
4,051
| – | – | 0.03% | 93 |
|
|
2024
Q2 | $207K | Hold |
4,051
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $223K | Hold |
4,051
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $222K | Buy |
+4,051
| New | +$222K | 0.04% | 87 |
|
|
2023
Q1 | – | Sell |
-4,051
| Closed | -$290K | – | 86 |
|
|
2022
Q4 | $290K | Buy |
+4,051
| New | +$290K | 0.06% | 73 |
|