Lenox Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Buy |
150
+6
| +4% | +$200 | ﹤0.01% | 524 |
|
|
2020
Q1 | $4K | Buy |
144
+113
| +365% | +$3.14K | ﹤0.01% | 513 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $2K | Buy |
31
+6
| +24% | +$387 | ﹤0.01% | 621 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 639 |
|
|
2019
Q1 | $2K | Sell |
25
-88
| -78% | -$7.04K | ﹤0.01% | 605 |
|
|
2018
Q4 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 545 |
|