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