Rothschild Investment LLC’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.3K | Sell |
1,028
-64
| -6% | -$3.82K | ﹤0.01% | 737 |
|
2025
Q1 | $64.5K | Hold |
1,092
| – | – | ﹤0.01% | 709 |
|
2024
Q4 | $67.5K | Hold |
1,092
| – | – | ﹤0.01% | 727 |
|
2024
Q3 | $65.4K | Hold |
1,092
| – | – | ﹤0.01% | 735 |
|
2024
Q2 | $55.7K | Sell |
1,092
-55
| -5% | -$2.81K | ﹤0.01% | 732 |
|
2024
Q1 | $63.1K | Buy |
1,147
+60
| +6% | +$3.3K | ﹤0.01% | 688 |
|
2023
Q4 | $60.7K | Buy |
+1,087
| New | +$60.7K | 0.01% | 628 |
|