Kiwi Wealth Investments Limited Partnership’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,485
| Closed | -$1.72M | – | 221 |
|
|
2022
Q3 | $1.72M | Hold |
23,485
| – | – | 0.12% | 148 |
|
|
2022
Q2 | $1.72M | Buy |
+23,485
| New | +$1.72M | 0.12% | 148 |
|
|
2015
Q3 | – | Sell |
-165,089
| Closed | -$8.47M | – | 103 |
|
|
2015
Q2 | $8.47M | Sell |
165,089
-14,903
| -8% | -$765K | 0.9% | 43 |
|
|
2015
Q1 | $8.12M | Buy |
179,992
+16,028
| +10% | +$723K | 0.83% | 50 |
|
|
2014
Q4 | $7.68M | Buy |
163,964
+23,882
| +17% | +$1.12M | 0.77% | 52 |
|
|
2014
Q3 | $6.98M | Buy |
+140,082
| New | +$6.98M | 0.65% | 55 |
|