Montag & Associates’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-697
| Closed | -$30.8K | – | 921 |
|
|
2023
Q1 | $30.8K | Hold |
697
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $47.1K | Hold |
697
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $50K | Buy |
+697
| New | +$50K | ﹤0.01% | 533 |
|
|
2017
Q3 | – | Sell |
-28,696
| Closed | -$2.1M | – | 249 |
|
|
2017
Q2 | $2.1M | Sell |
28,696
-3,950
| -12% | -$289K | 0.24% | 108 |
|
|
2017
Q1 | $2.24M | Buy |
+32,646
| New | +$2.24M | 0.25% | 109 |
|