NEI
Northwest & Ethical Investments’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,526
| Closed | -$3.55M | – | 367 |
|
|
2019
Q4 | $3.55M | Sell |
49,526
-3,861
| -7% | -$277K | 0.16% | 172 |
|
|
2019
Q3 | $3.52M | Hold |
53,387
| – | – | 0.17% | 157 |
|
|
2019
Q2 | $3.88M | Buy |
53,387
+22,032
| +70% | +$1.6M | 0.19% | 152 |
|
|
2019
Q1 | $2.3M | Buy |
31,355
+1,339
| +4% | +$98.2K | 0.12% | 227 |
|
|
2018
Q4 | $2.06M | Sell |
30,016
-18,799
| -39% | -$1.29M | 0.12% | 223 |
|
|
2018
Q3 | $4.4M | Buy |
48,815
+3,920
| +9% | +$354K | 0.28% | 112 |
|
|
2018
Q2 | $4.08M | Buy |
44,895
+5,630
| +14% | +$512K | 0.27% | 118 |
|
|
2018
Q1 | $3.77M | Buy |
39,265
+12,400
| +46% | +$1.19M | 0.25% | 120 |
|
|
2017
Q4 | $2.33M | Buy |
+26,865
| New | +$2.33M | 0.15% | 196 |
|