Keener Financial Planning’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
1,965
| – | – | 0.06% | 66 |
|
|
2025
Q1 | $116K | Hold |
1,965
| – | – | 0.08% | 58 |
|
|
2024
Q4 | $121K | Hold |
1,965
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $117K | Hold |
1,965
| – | – | 0.08% | 55 |
|
|
2024
Q2 | $100K | Hold |
1,965
| – | – | 0.07% | 62 |
|
|
2024
Q1 | $109K | Hold |
1,965
| – | – | 0.08% | 60 |
|
|
2023
Q4 | $110K | Buy |
+1,965
| New | +$110K | 0.09% | 65 |
|