Pathstone Family Office’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $876K | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $484K | Sell |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $288K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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