Independent Advisor Alliance’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,337
| Closed | -$206K | – | 894 |
|
|
2024
Q4 | $206K | Buy |
+3,337
| New | +$206K | ﹤0.01% | 1281 |
|
|
2022
Q2 | – | Sell |
-7,167
| Closed | -$648K | – | 636 |
|
|
2022
Q1 | $648K | Buy |
7,167
+324
| +5% | +$29.3K | 0.03% | 345 |
|
|
2021
Q4 | $595K | Buy |
6,843
+141
| +2% | +$12.3K | 0.03% | 354 |
|
|
2021
Q3 | $539K | Sell |
6,702
-37
| -0.5% | -$2.98K | 0.03% | 360 |
|
|
2021
Q2 | $481K | Buy |
+6,739
| New | +$481K | 0.03% | 401 |
|
|
2018
Q4 | – | Sell |
-4,920
| Closed | -$427K | – | 407 |
|
|
2018
Q3 | $427K | Buy |
+4,920
| New | +$427K | 0.08% | 203 |
|