Kingsview Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $8.3M | Buy |
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|
2023
Q4 | $7.75M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $3.09M | Buy |
|
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $2.92M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $3.1M | Buy |
|
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|
2021
Q4 | $2.97M | Sell |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $687K | Buy |
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