San Francisco Sentry Investment Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $127K | Buy |
1,785
+508
| +40% | +$36.1K | 0.07% | 248 |
|
2021
Q1 | $92K | Buy |
+1,277
| New | +$92K | 0.04% | 309 |
|
2020
Q2 | – | Sell |
-193
| Closed | -$6K | – | 701 |
|
2020
Q1 | $6K | Buy |
193
+8
| +4% | +$249 | ﹤0.01% | 529 |
|
2019
Q4 | $13K | Hold |
185
| – | – | 0.01% | 525 |
|
2019
Q3 | $12K | Hold |
185
| – | – | 0.01% | 521 |
|
2019
Q2 | $13K | Hold |
185
| – | – | 0.01% | 513 |
|
2019
Q1 | $13K | Hold |
185
| – | – | 0.01% | 528 |
|
2018
Q4 | $13K | Sell |
185
-36
| -16% | -$2.53K | 0.01% | 519 |
|
2018
Q3 | $20K | Hold |
221
| – | – | 0.01% | 493 |
|
2018
Q2 | $20K | Hold |
221
| – | – | 0.01% | 492 |
|
2018
Q1 | $21K | Hold |
221
| – | – | 0.01% | 567 |
|
2017
Q4 | $19K | Sell |
221
-125
| -36% | -$10.7K | 0.01% | 581 |
|
2017
Q3 | $27K | Buy |
346
+286
| +477% | +$22.3K | 0.01% | 501 |
|
2017
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 617 |
|