Lyell Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
4,000
-17,176
| -81% | -$1.02M | 0.02% | 198 |
|
|
2025
Q1 | $1.25M | Buy |
+21,176
| New | +$1.25M | 0.12% | 106 |
|
|
2019
Q2 | – | Sell |
-10,261
| Closed | -$760K | – | 124 |
|
|
2019
Q1 | $760K | Sell |
10,261
-4,240
| -29% | -$314K | 0.25% | 77 |
|
|
2018
Q4 | $1.01M | Sell |
14,501
-20,455
| -59% | -$1.43M | 0.42% | 64 |
|
|
2018
Q3 | $3.17M | Buy |
34,956
+1,201
| +4% | +$109K | 1.07% | 44 |
|
|
2018
Q2 | $3.08M | Buy |
33,755
+430
| +1% | +$39.2K | 1.13% | 39 |
|
|
2018
Q1 | $3.21M | Buy |
33,325
+3,225
| +11% | +$310K | 1.19% | 41 |
|
|
2017
Q4 | $2.62M | Buy |
+30,100
| New | +$2.62M | 1.04% | 42 |
|