PPWM
PFG Private Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49
| Closed | -$3K | – | 305 |
|
|
2022
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 258 |
|
|
2022
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 232 |
|
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 230 |
|
|
2021
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 214 |
|