JFS 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
Q2 | $4.42K | Sell |
74
-16
| -18% | -$955 | ﹤0.01% | 1125 |
|
|
2025
Q1 | $5.32K | Hold |
90
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q4 | $5.57K | Buy |
90
+16
| +22% | +$990 | ﹤0.01% | 1091 |
|
|
2024
Q3 | $4.43K | Buy |
74
+4
| +6% | +$240 | ﹤0.01% | 1170 |
|
|
2024
Q2 | $3.57K | Sell |
70
-2
| -3% | -$102 | ﹤0.01% | 1201 |
|
|
2024
Q1 | $3.96K | Sell |
72
-9
| -11% | -$495 | ﹤0.01% | 1183 |
|
|
2023
Q4 | $4.52K | Buy |
81
+2
| +3% | +$112 | ﹤0.01% | 1102 |
|
|
2023
Q3 | $3.28K | Buy |
79
+15
| +23% | +$623 | ﹤0.01% | 1176 |
|
|
2023
Q2 | $2.71K | Buy |
64
+53
| +482% | +$2.25K | ﹤0.01% | 1267 |
|
|
2023
Q1 | $478 | Sell |
11
-70
| -86% | -$3.04K | ﹤0.01% | 1724 |
|
|
2022
Q4 | $5.42K | Sell |
81
-33
| -29% | -$2.21K | ﹤0.01% | 962 |
|
|
2022
Q3 | $8K | Buy |
114
+60
| +111% | +$4.21K | ﹤0.01% | 797 |
|
|
2022
Q2 | $4K | Sell |
54
-46
| -46% | -$3.41K | ﹤0.01% | 1053 |
|
|
2022
Q1 | $9K | Buy |
100
+59
| +144% | +$5.31K | ﹤0.01% | 811 |
|
|
2021
Q4 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 840 |
|