Howe & Rusling’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-144
| Closed | -$10K | – | 790 |
|
|
2019
Q4 | $10K | Hold |
144
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $10K | Hold |
144
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $10K | Hold |
144
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $11K | Sell |
144
-29
| -17% | -$2.22K | ﹤0.01% | 433 |
|
|
2018
Q4 | $12K | Buy |
173
+29
| +20% | +$2.01K | ﹤0.01% | 412 |
|
|
2018
Q3 | $13K | Buy |
+144
| New | +$13K | ﹤0.01% | 451 |
|
|
2014
Q4 | – | Sell |
-70
| Closed | -$3K | – | 904 |
|
|
2014
Q3 | $3K | Sell |
70
-4
| -5% | -$171 | ﹤0.01% | 681 |
|
|
2014
Q2 | $4K | Sell |
74
-8
| -10% | -$432 | ﹤0.01% | 632 |
|
|
2014
Q1 | $4K | Buy |
82
+6
| +8% | +$293 | ﹤0.01% | 689 |
|
|
2013
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 622 |
|
|
2013
Q3 | $3K | Sell |
76
-7
| -8% | -$276 | ﹤0.01% | 749 |
|
|
2013
Q2 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 759 |
|