Sigma Planning Corp’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,668
| Closed | -$410K | – | 1204 |
|
|
2023
Q2 | $410K | Sell |
9,668
-1,310
| -12% | -$55.5K | 0.01% | 814 |
|
|
2023
Q1 | $477K | Buy |
10,978
+5,328
| +94% | +$231K | 0.02% | 813 |
|
|
2022
Q4 | $378K | Sell |
5,650
-563
| -9% | -$37.6K | 0.01% | 876 |
|
|
2022
Q3 | $442K | Sell |
6,213
-654
| -10% | -$46.5K | 0.02% | 778 |
|
|
2022
Q2 | $504K | Sell |
6,867
-2,284
| -25% | -$168K | 0.02% | 741 |
|
|
2022
Q1 | $828K | Buy |
9,151
+2,850
| +45% | +$258K | 0.02% | 614 |
|
|
2021
Q4 | $548K | Buy |
6,301
+442
| +8% | +$38.4K | 0.02% | 807 |
|
|
2021
Q3 | $472K | Sell |
5,859
-259
| -4% | -$20.9K | 0.01% | 840 |
|
|
2021
Q2 | $436K | Sell |
6,118
-277
| -4% | -$19.7K | 0.01% | 875 |
|
|
2021
Q1 | $459K | Buy |
6,395
+220
| +4% | +$15.8K | 0.01% | 786 |
|
|
2020
Q4 | $345K | Sell |
6,175
-117
| -2% | -$6.54K | 0.01% | 817 |
|
|
2020
Q3 | $241K | Sell |
6,292
-900
| -13% | -$34.5K | 0.01% | 874 |
|
|
2020
Q2 | $274K | Sell |
7,192
-210
| -3% | -$8K | 0.01% | 798 |
|
|
2020
Q1 | $217K | Sell |
7,402
-1,200
| -14% | -$35.2K | 0.01% | 750 |
|
|
2019
Q4 | $617K | Buy |
8,602
+782
| +10% | +$56.1K | 0.03% | 527 |
|
|
2019
Q3 | $516K | Buy |
7,820
+1,384
| +22% | +$91.3K | 0.02% | 557 |
|
|
2019
Q2 | $468K | Buy |
6,436
+1,526
| +31% | +$111K | 0.02% | 567 |
|
|
2019
Q1 | $360K | Buy |
4,910
+358
| +8% | +$26.2K | 0.02% | 607 |
|
|
2018
Q4 | $313K | Sell |
4,552
-50
| -1% | -$3.44K | 0.02% | 576 |
|
|
2018
Q3 | $415K | Buy |
4,602
+33
| +0.7% | +$2.98K | 0.02% | 542 |
|
|
2018
Q2 | $415K | Buy |
4,569
+569
| +14% | +$51.7K | 0.03% | 512 |
|
|
2018
Q1 | $384K | Sell |
4,000
-117
| -3% | -$11.2K | 0.03% | 513 |
|
|
2017
Q4 | $357K | Buy |
4,117
+2
| +0% | +$173 | 0.03% | 533 |
|
|
2017
Q3 | $314K | Buy |
+4,115
| New | +$314K | 0.03% | 581 |
|