J.W. Cole Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
4,154
+18
+0.4% +$1.07K 0.01% 1243
2025
Q1
$244K Buy
+4,136
New +$244K 0.01% 1059