RIG
Roosevelt Investment Group’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,306
| Closed | -$200K | – | 169 |
|
|
2017
Q4 | $200K | Sell |
2,306
-2,593
| -53% | -$225K | 0.02% | 175 |
|
|
2017
Q3 | $374K | Sell |
4,899
-7,394
| -60% | -$564K | 0.03% | 149 |
|
|
2017
Q2 | $900K | Sell |
12,293
-90,952
| -88% | -$6.66M | 0.08% | 126 |
|
|
2017
Q1 | $7.08M | Sell |
103,245
-34,105
| -25% | -$2.34M | 0.64% | 54 |
|
|
2016
Q4 | $9.36M | Buy |
+137,350
| New | +$9.36M | 0.83% | 49 |
|