International Private Wealth Advisors’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 |
-4,246
| Closed | -$263K | – | 155 |
|
|
2024
Q4 | $263K | Buy |
4,246
+24
| +0.6% | +$1.49K | 0.26% | 119 |
|
|
2024
Q3 | $253K | Sell |
4,222
-177
| -4% | -$10.6K | 0.37% | 100 |
|
|
2024
Q2 | $225K | Sell |
4,399
-2,132
| -33% | -$109K | 0.38% | 107 |
|
|
2024
Q1 | $359K | Buy |
6,531
+2,928
| +81% | +$161K | 0.69% | 46 |
|
|
2023
Q4 | $201K | Buy |
+3,603
| New | +$201K | 0.2% | 96 |
|