Mather Group’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 |
-3,221
| Closed | -$190K | – | 815 |
|
|
2025
Q1 | $190K | Sell |
3,221
-166
| -5% | -$9.8K | ﹤0.01% | 603 |
|
|
2024
Q4 | $210K | Sell |
3,387
-21
| -0.6% | -$1.3K | ﹤0.01% | 552 |
|
|
2024
Q3 | $204K | Sell |
3,408
-1,411
| -29% | -$84.5K | ﹤0.01% | 567 |
|
|
2024
Q2 | $265K | Buy |
4,819
+1,128
| +31% | +$62K | ﹤0.01% | 558 |
|
|
2024
Q1 | $206K | Sell |
3,691
-36
| -1% | -$2.01K | ﹤0.01% | 519 |
|
|
2023
Q4 | $208K | Buy |
+3,727
| New | +$208K | ﹤0.01% | 535 |
|