Proficio Capital Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-486
| Closed | -$35K | – | 415 |
|
|
2019
Q2 | $35K | Buy |
486
+231
| +91% | +$16.6K | 0.01% | 492 |
|
|
2019
Q1 | $19K | Hold |
255
| – | – | 0.01% | 665 |
|
|
2018
Q4 | $18K | Buy |
255
+223
| +697% | +$15.7K | 0.01% | 563 |
|
|
2018
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q4 | $3K | Buy |
32
+15
| +88% | +$1.41K | ﹤0.01% | 1052 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q2 | $1K | Buy |
17
+4
| +31% | +$235 | ﹤0.01% | 1155 |
|
|
2017
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1201 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1040 |
|
|
2016
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 844 |
|