OA
Operose Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
5,730
| – | – | 0.1% | 96 |
|
|
2025
Q1 | $338K | Hold |
5,730
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $354K | Buy |
5,730
+4,745
| +482% | +$293K | 0.12% | 91 |
|
|
2024
Q3 | $59K | Sell |
985
-5,300
| -84% | -$318K | 0.02% | 252 |
|
|
2024
Q2 | $321K | Sell |
6,285
-80
| -1% | -$4.08K | 0.11% | 104 |
|
|
2024
Q1 | $350K | Buy |
+6,365
| New | +$350K | 0.12% | 114 |
|