Morton Brown Family Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,513
| Closed | -$93.6K | – | 330 |
|
|
2024
Q4 | $93.6K | Sell |
1,513
-786
| -34% | -$48.6K | 0.03% | 85 |
|
|
2024
Q3 | $138K | Buy |
+2,299
| New | +$138K | 0.05% | 64 |
|
|
2024
Q2 | – | Sell |
-2,299
| Closed | -$126K | – | 222 |
|
|
2024
Q1 | $126K | Hold |
2,299
| – | – | 0.05% | 61 |
|
|
2023
Q4 | $128K | Buy |
+2,299
| New | +$128K | 0.06% | 62 |
|
|
2023
Q2 | – | Sell |
-5,449
| Closed | -$237K | – | 205 |
|
|
2023
Q1 | $237K | Hold |
5,449
| – | – | 0.14% | 42 |
|
|
2022
Q4 | $364K | Sell |
5,449
-728
| -12% | -$48.7K | 0.25% | 36 |
|
|
2022
Q3 | $439K | Hold |
6,177
| – | – | 0.35% | 31 |
|
|
2022
Q2 | $453K | Hold |
6,177
| – | – | 0.35% | 31 |
|
|
2022
Q1 | $563K | Hold |
6,177
| – | – | 0.43% | 30 |
|
|
2021
Q4 | $542K | Buy |
+6,177
| New | +$542K | 0.42% | 30 |
|