Private Advisory Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,857
| Closed | -$801K | – | 167 |
|
|
2022
Q1 | $801K | Buy |
+8,857
| New | +$801K | 0.16% | 100 |
|
|
2021
Q2 | – | Sell |
-9,420
| Closed | -$676K | – | 131 |
|
|
2021
Q1 | $676K | Sell |
9,420
-909
| -9% | -$65.2K | 0.19% | 80 |
|
|
2020
Q4 | $577K | Buy |
+10,329
| New | +$577K | 0.19% | 79 |
|
|
2018
Q3 | – | Sell |
-10,580
| Closed | -$962K | – | 118 |
|
|
2018
Q2 | $962K | Buy |
10,580
+2,210
| +26% | +$201K | 0.48% | 69 |
|
|
2018
Q1 | $803K | Buy |
+8,370
| New | +$803K | 0.5% | 54 |
|