Schubert & Co’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$522 | – | 335 |
|
|
2023
Q1 | $522 | Sell |
12
-11
| -48% | -$479 | ﹤0.01% | 1400 |
|
|
2022
Q4 | $1.54K | Sell |
23
-27
| -54% | -$1.81K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $4K | Buy |
50
+7
| +16% | +$560 | ﹤0.01% | 471 |
|
|
2022
Q2 | $3K | Buy |
43
+17
| +65% | +$1.19K | ﹤0.01% | 550 |
|
|
2022
Q1 | $2K | Buy |
26
+5
| +24% | +$385 | ﹤0.01% | 368 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 332 |
|