LifeWealth Investments’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,585	Closed	-$212K	–	217
2025 Q1	$212K	Sell	3,585 -30	-0.8%	-$1.77K	0.09%	189
2024 Q4	$224K	Buy	+3,615	New	+$224K	0.15%	135