KA
Kaizen Advisory’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $623K | Sell |
9,063
-1,638
| -15% | -$113K | 0.43% | 89 |
|
|
2018
Q3 | $965K | Buy |
10,701
+10,271
| +2,389% | +$926K | 0.5% | 82 |
|
|
2018
Q2 | $39K | Buy |
430
+254
| +144% | +$23K | 0.02% | 376 |
|
|
2018
Q1 | $17K | Hold |
176
| – | – | 0.02% | 362 |
|
|
2017
Q4 | $15K | Buy |
+176
| New | +$15K | 0.01% | 374 |
|