Lourd Capital’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,696
| Closed | -$323K | – | 159 |
|
|
2018
Q4 | $323K | Sell |
4,696
-29
| -0.6% | -$2K | 0.03% | 182 |
|
|
2018
Q3 | $426K | Buy |
+4,725
| New | +$426K | 0.03% | 152 |
|
|
2018
Q1 | – | Sell |
-5,023
| Closed | -$436K | – | 157 |
|
|
2017
Q4 | $436K | Buy |
+5,023
| New | +$436K | 0.03% | 175 |
|