MinichMacGregor Wealth Management’s Comerica CMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 174 |
|
2018
Q3 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 474 |
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 473 |
|
2018
Q1 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 454 |
|
2017
Q4 | $1K | Buy |
18
+3
| +20% | +$167 | ﹤0.01% | 444 |
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 421 |
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 414 |
|
2017
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 404 |
|