Omnia Family Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-65
| Closed | -$5K | – | 186 |
|
|
2019
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 308 |
|
|
2018
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 285 |
|
|
2018
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 293 |
|
|
2018
Q1 | $6K | Sell |
65
-140
| -68% | -$12.9K | ﹤0.01% | 291 |
|
|
2017
Q4 | $18K | Buy |
205
+140
| +215% | +$12.3K | 0.01% | 241 |
|
|
2017
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 334 |
|
|
2017
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 385 |
|