Principia Wealth Advisory’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298 Sell
5
-1
-17% -$60 ﹤0.01% 848
2025
Q1
$331 Buy
+6
New +$331 ﹤0.01% 670