RFA
Reilly Financial Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 969 |
|
|
2020
Q1 | – | Sell |
-345
| Closed | -$25K | – | 889 |
|
|
2019
Q4 | $25K | Sell |
345
-6,095
| -95% | -$442K | ﹤0.01% | 456 |
|
|
2019
Q3 | $425K | Sell |
6,440
-10,488
| -62% | -$692K | 0.05% | 144 |
|
|
2019
Q2 | $1.23M | Buy |
+16,928
| New | +$1.23M | 0.15% | 103 |
|
|
2018
Q1 | – | Sell |
-190
| Closed | -$16K | – | 978 |
|
|
2017
Q4 | $16K | Buy |
+190
| New | +$16K | ﹤0.01% | 553 |
|