Meridian Wealth Management’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,585
Closed -$200K 244
2023
Q4
$200K Buy
+3,585
New +$200K 0.01% 571
2019
Q2
Sell
-3,988
Closed -$292K 538
2019
Q1
$292K Buy
+3,988
New +$292K 0.13% 145