Next Financial Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $567K | Buy |
6,514
+4,290
| +193% | +$373K | 0.04% | 489 |
|
|
2021
Q3 | $180K | Sell |
2,224
-4,290
| -66% | -$347K | 0.01% | 884 |
|
|
2021
Q2 | $466K | Buy |
6,514
+1,096
| +20% | +$78.4K | 0.04% | 486 |
|
|
2021
Q1 | $390K | Buy |
5,418
+1,713
| +46% | +$123K | 0.03% | 519 |
|
|
2020
Q4 | $209K | Sell |
3,705
-658
| -15% | -$37.1K | 0.02% | 700 |
|
|
2020
Q3 | $170K | Buy |
+4,363
| New | +$170K | 0.02% | 680 |
|
|
2017
Q4 | – | Sell |
-50
| Closed | -$4K | – | 453 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1468 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1549 |
|
|
2016
Q4 | $3K | Sell |
50
-12
| -19% | -$720 | ﹤0.01% | 2065 |
|
|
2016
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 2057 |
|
|
2016
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 1569 |
|
|
2016
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 1523 |
|
|
2015
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 1574 |
|
|
2015
Q3 | $2K | Buy |
62
+12
| +24% | +$387 | ﹤0.01% | 1604 |
|
|
2015
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1652 |
|
|
2015
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1663 |
|
|
2014
Q4 | $2K | Sell |
50
-120
| -71% | -$4.8K | ﹤0.01% | 1706 |
|
|
2014
Q3 | $8K | Hold |
170
| – | – | ﹤0.01% | 1859 |
|
|
2014
Q2 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 827 |
|