Sheaff Brock Investment Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,029
| Closed | -$222K | – | 463 |
|
|
2024
Q1 | $222K | Sell |
4,029
-523
| -11% | -$28.8K | 0.01% | 413 |
|
|
2023
Q4 | $254K | Buy |
+4,552
| New | +$254K | 0.02% | 369 |
|
|
2023
Q1 | – | Sell |
-4,778
| Closed | -$319K | – | 503 |
|
|
2022
Q4 | $319K | Sell |
4,778
-19
| -0.4% | -$1.27K | 0.03% | 320 |
|
|
2022
Q3 | $341K | Sell |
4,797
-20
| -0.4% | -$1.42K | 0.04% | 297 |
|
|
2022
Q2 | $354K | Sell |
4,817
-19
| -0.4% | -$1.4K | 0.03% | 294 |
|
|
2022
Q1 | $438K | Sell |
4,836
-21
| -0.4% | -$1.9K | 0.03% | 294 |
|
|
2021
Q4 | $422K | Sell |
4,857
-46
| -0.9% | -$4K | 0.03% | 305 |
|
|
2021
Q3 | $395K | Sell |
4,903
-141
| -3% | -$11.4K | 0.03% | 307 |
|
|
2021
Q2 | $360K | Sell |
5,044
-64
| -1% | -$4.57K | 0.03% | 325 |
|
|
2021
Q1 | $366K | Hold |
5,108
| – | – | 0.03% | 309 |
|
|
2020
Q4 | $285K | Buy |
+5,108
| New | +$285K | 0.02% | 339 |
|
|
2020
Q1 | – | Sell |
-4,908
| Closed | -$352K | – | 417 |
|
|
2019
Q4 | $352K | Sell |
4,908
-420
| -8% | -$30.1K | 0.03% | 295 |
|
|
2019
Q3 | $352K | Buy |
5,328
+300
| +6% | +$19.8K | 0.04% | 299 |
|
|
2019
Q2 | $365K | Buy |
5,028
+1,000
| +25% | +$72.6K | 0.04% | 298 |
|
|
2019
Q1 | $295K | Hold |
4,028
| – | – | 0.04% | 341 |
|
|
2018
Q4 | $277K | Buy |
4,028
+120
| +3% | +$8.25K | 0.04% | 333 |
|
|
2018
Q3 | $353K | Sell |
3,908
-61
| -2% | -$5.51K | 0.03% | 317 |
|
|
2018
Q2 | $361K | Hold |
3,969
| – | – | 0.04% | 309 |
|
|
2018
Q1 | $381K | Hold |
3,969
| – | – | 0.04% | 297 |
|
|
2017
Q4 | $345K | Hold |
3,969
| – | – | 0.04% | 323 |
|
|
2017
Q3 | $303K | Hold |
3,969
| – | – | 0.04% | 357 |
|
|
2017
Q2 | $291K | Hold |
3,969
| – | – | 0.04% | 386 |
|
|
2017
Q1 | $272K | Hold |
3,969
| – | – | 0.04% | 418 |
|
|
2016
Q4 | $270K | Buy |
+3,969
| New | +$270K | 0.03% | 440 |
|