One Wealth Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-4,587
Closed -$303K 117
2019
Q3
$303K Sell
4,587
-797
-15% -$52.6K 0.26% 63
2019
Q2
$391K Sell
5,384
-210
-4% -$15.3K 0.32% 50
2019
Q1
$410K Buy
+5,594
New +$410K 0.33% 43