New England Research & Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,682
| Closed | -$1.16M | – | 154 |
|
|
2025
Q1 | $1.16M | Buy |
19,682
+7,007
| +55% | +$414K | 0.59% | 58 |
|
|
2024
Q4 | $784K | Buy |
+12,675
| New | +$784K | 0.4% | 79 |
|
|
2023
Q1 | – | Sell |
-11,575
| Closed | -$774K | – | 146 |
|
|
2022
Q4 | $774K | Buy |
+11,575
| New | +$774K | 0.44% | 81 |
|
|
2022
Q1 | – | Sell |
-6,475
| Closed | -$563K | – | 168 |
|
|
2021
Q4 | $563K | Buy |
6,475
+850
| +15% | +$73.9K | 0.27% | 103 |
|
|
2021
Q3 | $453K | Buy |
+5,625
| New | +$453K | 0.24% | 113 |
|
|
2018
Q3 | – | Sell |
-3,100
| Closed | -$282K | – | 163 |
|
|
2018
Q2 | $282K | Buy |
+3,100
| New | +$282K | 0.19% | 136 |
|
|
2015
Q2 | – | Sell |
-6,275
| Closed | -$283K | – | 175 |
|
|
2015
Q1 | $283K | Sell |
6,275
-700
| -10% | -$31.6K | 0.24% | 137 |
|
|
2014
Q4 | $327K | Sell |
6,975
-4,825
| -41% | -$226K | 0.28% | 134 |
|
|
2014
Q3 | $588K | Buy |
+11,800
| New | +$588K | 0.51% | 85 |
|