Lakeshore 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 | $417K | Sell |
6,996
-252
| -3% | -$15K | 0.17% | 43 |
|
|
2025
Q1 | $428K | Buy |
7,248
+142
| +2% | +$8.39K | 0.18% | 38 |
|
|
2024
Q4 | $440K | Sell |
7,106
-247
| -3% | -$15.3K | 0.19% | 36 |
|
|
2024
Q3 | $441K | Buy |
7,353
+51
| +0.7% | +$3.06K | 0.19% | 37 |
|
|
2024
Q2 | $373K | Buy |
7,302
+45
| +0.6% | +$2.3K | 0.18% | 39 |
|
|
2024
Q1 | $399K | Buy |
7,257
+47
| +0.7% | +$2.59K | 0.2% | 36 |
|
|
2023
Q4 | $402K | Sell |
7,210
-436
| -6% | -$24.3K | 0.22% | 34 |
|
|
2023
Q3 | $318K | Buy |
+7,646
| New | +$318K | 0.18% | 41 |
|