Morningstar Investment Management’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,175	Closed	-$563K	–	214
2024 Q3	$563K	Sell	9,175 -5,003	-35%	-$307K	0.06%	130
2024 Q2	$724K	Sell	14,178 -183	-1%	-$9.35K	0.08%	104
2024 Q1	$790K	Sell	14,361 -616	-4%	-$33.9K	0.09%	98
2023 Q4	$836K	Buy	+14,977	New	+$836K	0.1%	94