Guardian Capital’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,265
| Closed | -$386K | – | 187 |
|
|
2019
Q1 | $386K | Buy |
5,265
+1,429
| +37% | +$105K | 0.01% | 154 |
|
|
2018
Q4 | $263K | Hold |
3,836
| – | – | 0.01% | 175 |
|
|
2018
Q3 | $346K | Hold |
3,836
| – | – | 0.01% | 163 |
|
|
2018
Q2 | $349K | Buy |
3,836
+1,285
| +50% | +$117K | 0.01% | 158 |
|
|
2018
Q1 | $244K | Buy |
+2,551
| New | +$244K | ﹤0.01% | 170 |
|
|
2014
Q2 | – | Sell |
-11,230
| Closed | -$582K | – | 203 |
|
|
2014
Q1 | $582K | Buy |
+11,230
| New | +$582K | 0.01% | 158 |
|