Roosevelt Investment Group’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$200K Sell
2017
Q3
$374K Sell
2017
Q2
$900K Sell
2017
Q1
$7.08M Sell
2016
Q4
$9.36M Buy