Lenox Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22
| Closed | -$2K | – | 804 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 701 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 789 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 740 |
|
|
2014
Q4 | – | Sell |
-102
| Closed | -$5K | – | 327 |
|
|
2014
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 230 |
|
|
2014
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 163 |
|
|
2014
Q1 | $5K | Sell |
102
-70
| -41% | -$3.43K | ﹤0.01% | 164 |
|
|
2013
Q4 | $8K | Buy |
172
+70
| +69% | +$3.26K | 0.01% | 187 |
|
|
2013
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 180 |
|
|
2013
Q2 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 201 |
|