Lee Financial’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-64
| Closed | -$3.62K | – | 277 |
|
|
2023
Q4 | $3.62K | Buy |
+64
| New | +$3.62K | ﹤0.01% | 613 |
|
|
2023
Q2 | – | Hold |
0
| – | -$6 | – | 800 |
|
|
2023
Q1 | – | Sell |
-16,801
| Closed | -$1.12M | – | 791 |
|
|
2022
Q4 | $1.12M | Buy |
16,801
+26
| +0.2% | +$1.74K | 0.19% | 60 |
|
|
2022
Q3 | $1.19M | Hold |
16,775
| – | – | 0.22% | 61 |
|
|
2022
Q2 | $1.23M | Sell |
16,775
-121
| -0.7% | -$8.88K | 0.23% | 58 |
|
|
2022
Q1 | $1.53M | Buy |
16,896
+2,357
| +16% | +$213K | 0.27% | 50 |
|
|
2021
Q4 | $1.27M | Sell |
14,539
-60
| -0.4% | -$5.22K | 0.24% | 54 |
|
|
2021
Q3 | $1.18M | Hold |
14,599
| – | – | 0.24% | 56 |
|
|
2021
Q2 | $1.04M | Buy |
14,599
+4,422
| +43% | +$315K | 0.22% | 61 |
|
|
2021
Q1 | $730K | Buy |
+10,177
| New | +$730K | 0.17% | 68 |
|