Schechter Investment Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$272K Hold
2024
Q4
$284K Sell
2024
Q3
$278K Hold
2024
Q2
$237K Hold
2024
Q1
$255K Hold
2023
Q4
$259K Buy
2023
Q2
Sell
2023
Q1
$217K Buy
2022
Q4
$319K Sell
2022
Q3
$353K Buy
2022
Q2
$357K Sell
2022
Q1
$475K Buy
2021
Q4
$457K Buy