Quaker Wealth Management’s Comerica CMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	899
2025 Q1	–	Hold	0	–	–	–	158
2020 Q3	–	Sell	-11,774	Closed	-$449K	–	50
2020 Q2	$449K	Sell	11,774 -5,353	-31%	-$204K	0.27%	34
2020 Q1	$503K	Buy	+17,127	New	+$503K	0.36%	27