JFS Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.07K | Hold |
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|
2025
Q2 | $4.42K | Sell |
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|
2025
Q1 | $5.32K | Hold |
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|
2024
Q4 | $5.57K | Buy |
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|
2024
Q3 | $4.43K | Buy |
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|
2024
Q2 | $3.57K | Sell |
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|
2024
Q1 | $3.96K | Sell |
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|
2023
Q4 | $4.52K | Buy |
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|
2023
Q3 | $3.28K | Buy |
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|
2023
Q2 | $2.71K | Buy |
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|
2023
Q1 | $478 | Sell |
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|
2022
Q4 | $5.42K | Sell |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $4K | Buy |
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