GHA
GW Henssler & Associates’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-256,820
| Closed | -$11.2M | – | 209 |
|
|
2023
Q1 | $11.2M | Buy |
256,820
+28,313
| +12% | +$1.23M | 0.74% | 55 |
|
|
2022
Q4 | $15.3M | Sell |
228,507
-173,296
| -43% | -$11.6M | 1.07% | 41 |
|
|
2022
Q3 | $28.6M | Buy |
401,803
+17,054
| +4% | +$1.21M | 2.14% | 9 |
|
|
2022
Q2 | $28.2M | Buy |
384,749
+3,444
| +0.9% | +$253K | 2.1% | 9 |
|
|
2022
Q1 | $34.5M | Buy |
381,305
+9,633
| +3% | +$871K | 2.09% | 9 |
|
|
2021
Q4 | $32.3M | Buy |
371,672
+5,918
| +2% | +$515K | 2.06% | 8 |
|
|
2021
Q3 | $29.4M | Buy |
+365,754
| New | +$29.4M | 2.04% | 9 |
|