MWM
Mission Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
6,132
+4
| +0.1% | +$239 | 0.01% | 522 |
|
|
2025
Q1 | $362K | Sell |
6,128
-607
| -9% | -$35.8K | 0.01% | 502 |
|
|
2024
Q4 | $417K | Sell |
6,735
-12
| -0.2% | -$742 | 0.01% | 454 |
|
|
2024
Q3 | $404K | Sell |
6,747
-71
| -1% | -$4.25K | 0.01% | 455 |
|
|
2024
Q2 | $348K | Buy |
6,818
+496
| +8% | +$25.3K | 0.01% | 477 |
|
|
2024
Q1 | $348K | Buy |
6,322
+644
| +11% | +$35.4K | 0.01% | 494 |
|
|
2023
Q4 | $317K | Buy |
5,678
+45
| +0.8% | +$2.51K | 0.01% | 441 |
|
|
2023
Q3 | $234K | Sell |
5,633
-20
| -0.4% | -$831 | 0.01% | 472 |
|
|
2023
Q2 | $239K | Hold |
5,653
| – | – | 0.01% | 464 |
|
|
2023
Q1 | $245K | Buy |
+5,653
| New | +$245K | 0.01% | 452 |
|
|
2021
Q3 | – | Sell |
-8,055
| Closed | -$575K | – | 487 |
|
|
2021
Q2 | $575K | Sell |
8,055
-5,580
| -41% | -$398K | 0.03% | 256 |
|
|
2021
Q1 | $978K | Buy |
13,635
+1,308
| +11% | +$93.8K | 0.06% | 153 |
|
|
2020
Q4 | $689K | Sell |
12,327
-3,440
| -22% | -$192K | 0.04% | 182 |
|
|
2020
Q3 | $603K | Buy |
15,767
+1,772
| +13% | +$67.8K | 0.05% | 171 |
|
|
2020
Q2 | $533K | Hold |
13,995
| – | – | 0.05% | 174 |
|
|
2020
Q1 | $411K | Buy |
+13,995
| New | +$411K | 0.05% | 176 |
|
|
2019
Q3 | – | Sell |
-2,943
| Closed | -$214K | – | 324 |
|
|
2019
Q2 | $214K | Sell |
2,943
-72
| -2% | -$5.24K | 0.02% | 295 |
|
|
2019
Q1 | $221K | Sell |
3,015
-45
| -1% | -$3.3K | 0.03% | 291 |
|
|
2018
Q4 | $210K | Buy |
3,060
+113
| +4% | +$7.76K | 0.03% | 251 |
|
|
2018
Q3 | $266K | Sell |
2,947
-36
| -1% | -$3.25K | 0.04% | 227 |
|
|
2018
Q2 | $271K | Sell |
2,983
-829
| -22% | -$75.3K | 0.04% | 210 |
|
|
2018
Q1 | $366K | Buy |
3,812
+180
| +5% | +$17.3K | 0.06% | 146 |
|
|
2017
Q4 | $315K | Buy |
3,632
+97
| +3% | +$8.41K | 0.05% | 145 |
|
|
2017
Q3 | $270K | Buy |
+3,535
| New | +$270K | 0.05% | 152 |
|