Liberty Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,562
| Closed | -$132K | – | 328 |
|
|
2021
Q3 | $132K | Buy |
1,562
+1,040
| +199% | +$87.9K | 0.05% | 234 |
|
|
2021
Q2 | $37K | Sell |
522
-90
| -15% | -$6.38K | 0.01% | 381 |
|
|
2021
Q1 | $35K | Hold |
612
| – | – | 0.02% | 348 |
|
|
2020
Q4 | $35K | Sell |
612
-190
| -24% | -$10.9K | 0.02% | 346 |
|
|
2020
Q3 | $31K | Buy |
+802
| New | +$31K | 0.02% | 321 |
|
|
2019
Q1 | – | Sell |
-381
| Closed | -$26K | – | 748 |
|
|
2018
Q4 | $26K | Buy |
+381
| New | +$26K | 0.02% | 287 |
|