KCM Investment Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-16,319
| Closed | -$764K | – | 534 |
|
2014
Q4 | $764K | Sell |
16,319
-900
| -5% | -$42.1K | 0.06% | 270 |
|
2014
Q3 | $859K | Sell |
17,219
-260
| -1% | -$13K | 0.08% | 244 |
|
2014
Q2 | $877K | Buy |
17,479
+7,819
| +81% | +$392K | 0.08% | 243 |
|
2014
Q1 | $500K | Buy |
+9,660
| New | +$500K | 0.05% | 292 |
|