Independent Portfolio Consultants’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-39
| Closed | -$3K | – | 818 |
|
|
2016
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 740 |
|
|
2015
Q3 | – | Sell |
-1,285
| Closed | -$66K | – | 794 |
|
|
2015
Q2 | $66K | Sell |
1,285
-3,897
| -75% | -$200K | 0.01% | 573 |
|
|
2015
Q1 | $234K | Sell |
5,182
-193
| -4% | -$8.72K | 0.05% | 322 |
|
|
2014
Q4 | $252K | Sell |
5,375
-9,350
| -63% | -$438K | 0.05% | 332 |
|
|
2014
Q3 | $734K | Buy |
14,725
+265
| +2% | +$13.2K | 0.2% | 141 |
|
|
2014
Q2 | $725K | Buy |
14,460
+5,295
| +58% | +$265K | 0.2% | 136 |
|
|
2014
Q1 | $474K | Sell |
9,165
-1,275
| -12% | -$65.9K | 0.15% | 244 |
|
|
2013
Q4 | $496K | Buy |
10,440
+150
| +1% | +$7.13K | 0.17% | 231 |
|
|
2013
Q3 | $404K | Sell |
10,290
-140
| -1% | -$5.5K | 0.16% | 277 |
|
|
2013
Q2 | $415K | Buy |
+10,430
| New | +$415K | 0.19% | 233 |
|