Piedmont Investment Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,383
| Closed | -$243K | – | 825 |
|
2019
Q4 | $243K | Buy |
+3,383
| New | +$243K | 0.01% | 838 |
|
2019
Q3 | – | Sell |
-2,982
| Closed | -$217K | – | 904 |
|
2019
Q2 | $217K | Sell |
2,982
-276
| -8% | -$20.1K | 0.01% | 883 |
|
2019
Q1 | $239K | Buy |
3,258
+178
| +6% | +$13.1K | 0.01% | 965 |
|
2018
Q4 | $212K | Buy |
3,080
+581
| +23% | +$40K | 0.01% | 910 |
|
2018
Q3 | $225K | Buy |
2,499
+488
| +24% | +$43.9K | 0.01% | 929 |
|
2018
Q2 | $183K | Buy |
+2,011
| New | +$183K | 0.01% | 878 |
|
2017
Q1 | – | Sell |
-487
| Closed | -$33.2K | – | 452 |
|
2016
Q4 | $33.2K | Buy |
487
+484
| +16,133% | +$33K | ﹤0.01% | 499 |
|
2016
Q3 | $141 | Hold |
3
| – | – | ﹤0.01% | 632 |
|
2016
Q2 | $123 | Buy |
+3
| New | +$123 | ﹤0.01% | 609 |
|