Lenox Wealth Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$2K Buy
2020
Q1
Sell
2019
Q4
$0 Buy
2014
Q4
Sell
2014
Q3
$5K Hold
2014
Q2
$5K Hold
2014
Q1
$5K Sell
2013
Q4
$8K Buy
2013
Q3
$4K Hold
2013
Q2
$4K Buy