M Holdings Securities’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,363
| Closed | -$292K | – | 361 |
|
|
2022
Q4 | $292K | Buy |
4,363
+40
| +0.9% | +$2.68K | 0.03% | 345 |
|
|
2022
Q3 | $307K | Buy |
4,323
+37
| +0.9% | +$2.63K | 0.03% | 320 |
|
|
2022
Q2 | $315K | Buy |
4,286
+26
| +0.6% | +$1.91K | 0.03% | 326 |
|
|
2022
Q1 | $385K | Buy |
+4,260
| New | +$385K | 0.03% | 344 |
|
|
2021
Q2 | – | Sell |
-4,112
| Closed | -$295K | – | 274 |
|
|
2021
Q1 | $295K | Buy |
+4,112
| New | +$295K | 0.03% | 391 |
|