HAG
HighPoint Advisor Group’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,298
| Closed | -$221K | – | 670 |
|
|
2024
Q4 | $221K | Sell |
3,298
-61
| -2% | -$4.09K | 0.01% | 614 |
|
|
2024
Q3 | $211K | Buy |
+3,359
| New | +$211K | 0.01% | 601 |
|
|
2022
Q2 | $221K | Buy |
+3,005
| New | +$221K | 0.02% | 470 |
|
|
2021
Q3 | $245K | Sell |
3,047
-54
| -2% | -$4.34K | 0.02% | 452 |
|
|
2021
Q2 | $221K | Buy |
3,101
+130
| +4% | +$9.27K | 0.02% | 476 |
|
|
2021
Q1 | $212K | Buy |
+2,971
| New | +$212K | 0.02% | 448 |
|
|
2020
Q1 | – | Sell |
-2,977
| Closed | -$197K | – | 360 |
|
|
2019
Q4 | $197K | Buy |
2,977
+14
| +0.5% | +$926 | 0.04% | 337 |
|
|
2019
Q3 | $212K | Sell |
2,963
-307
| -9% | -$22K | 0.05% | 305 |
|
|
2019
Q2 | $230K | Sell |
3,270
-2,404
| -42% | -$169K | 0.05% | 289 |
|
|
2019
Q1 | $434K | Buy |
5,674
+266
| +5% | +$20.3K | 0.11% | 177 |
|
|
2018
Q4 | $472K | Sell |
5,408
-436
| -7% | -$38.1K | 0.13% | 171 |
|
|
2018
Q3 | $474K | Sell |
5,844
-8,449
| -59% | -$685K | 0.13% | 166 |
|
|
2018
Q2 | $1.41M | Buy |
14,293
+144
| +1% | +$14.2K | 0.38% | 65 |
|
|
2018
Q1 | $1.37M | Sell |
14,149
-366
| -3% | -$35.3K | 0.37% | 67 |
|
|
2017
Q4 | $1.36M | Buy |
14,515
+3,323
| +30% | +$312K | 0.39% | 60 |
|
|
2017
Q3 | $889K | Buy |
11,192
+2,674
| +31% | +$212K | 0.28% | 94 |
|
|
2017
Q2 | $629K | Hold |
8,518
| – | – | 0.2% | 131 |
|
|
2017
Q1 | $629K | Sell |
8,518
-500
| -6% | -$36.9K | 0.2% | 131 |
|
|
2016
Q4 | $673K | Sell |
9,018
-1,696
| -16% | -$127K | 0.22% | 127 |
|
|
2016
Q3 | $649K | Sell |
10,714
-13,596
| -56% | -$824K | 0.23% | 113 |
|
|
2016
Q2 | $528K | Buy |
+24,310
| New | +$528K | 0.19% | 138 |
|