Petiole USA’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.97M | Hold |
49,855
| – | – | 2.1% | 21 |
|
2025
Q1 | $2.94M | Sell |
49,855
-8,000
| -14% | -$472K | 2.08% | 21 |
|
2024
Q4 | $3.58M | Hold |
57,855
| – | – | 2.25% | 19 |
|
2024
Q3 | $3.47M | Buy |
57,855
+36,000
| +165% | +$2.16M | 2.27% | 18 |
|
2024
Q2 | $1.12M | Sell |
21,855
-21,870
| -50% | -$1.12M | 0.94% | 37 |
|
2024
Q1 | $2.4M | Sell |
43,725
-15,000
| -26% | -$825K | 1.88% | 24 |
|
2023
Q4 | $3.28M | Hold |
58,725
| – | – | 2.42% | 21 |
|
2023
Q3 | $2.44M | Buy |
58,725
+23,875
| +69% | +$992K | 2.23% | 22 |
|
2023
Q2 | $1.48M | Hold |
34,850
| – | – | 1.45% | 29 |
|
2023
Q1 | $1.51M | Sell |
34,850
-9,150
| -21% | -$397K | 1.27% | 29 |
|
2022
Q4 | $2.94M | Buy |
+44,000
| New | +$2.94M | 2.16% | 26 |
|