Impact Partnership Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,724
| Closed | -$515K | – | 306 |
|
|
2025
Q1 | $515K | Buy |
8,724
+2,736
| +46% | +$162K | 0.11% | 106 |
|
|
2024
Q4 | $370K | Buy |
+5,988
| New | +$370K | 0.07% | 173 |
|
|
2024
Q2 | – | Sell |
-3,896
| Closed | -$214K | – | 299 |
|
|
2024
Q1 | $214K | Sell |
3,896
-549
| -12% | -$30.2K | 0.08% | 162 |
|
|
2023
Q4 | $248K | Buy |
4,445
+1,255
| +39% | +$70K | 0.09% | 146 |
|
|
2023
Q3 | $133K | Buy |
+3,190
| New | +$133K | 0.04% | 261 |
|