Sageworth Trust Company of South Dakota’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-236
| Closed | -$16K | – | 239 |
|
|
2022
Q4 | $16K | Hold |
236
| – | – | 0.04% | 81 |
|
|
2022
Q3 | $17K | Sell |
236
-361
| -60% | -$26K | 0.04% | 67 |
|
|
2022
Q2 | $44K | Sell |
597
-314
| -34% | -$23.1K | 0.09% | 55 |
|
|
2022
Q1 | $82K | Sell |
911
-1,058
| -54% | -$95.2K | 0.15% | 48 |
|
|
2021
Q4 | $171K | Buy |
+1,969
| New | +$171K | 0.26% | 37 |
|