Regal Investment Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-744
| Closed | -$30K | – | 368 |
|
|
2015
Q3 | $30K | Buy |
744
+544
| +272% | +$21.9K | 0.01% | 490 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 651 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 704 |
|
|
2014
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 645 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
|
2014
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 662 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 637 |
|
|
2013
Q4 | $10K | Hold |
200
| – | – | 0.01% | 587 |
|
|
2013
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 634 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 627 |
|