Simon Quick Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
4,309
-16
| -0.4% | -$954 | 0.01% | 668 |
|
|
2025
Q1 | $255K | Buy |
4,325
+66
| +2% | +$3.9K | 0.01% | 486 |
|
|
2024
Q4 | $263K | Buy |
+4,259
| New | +$263K | 0.02% | 378 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$5K | – | 512 |
|
|
2019
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 484 |
|
|
2018
Q4 | – | Sell |
-675
| Closed | -$61K | – | 330 |
|
|
2018
Q3 | $61K | Sell |
675
-125
| -16% | -$11.3K | 0.02% | 160 |
|
|
2018
Q2 | $72K | Sell |
800
-800
| -50% | -$72K | 0.03% | 146 |
|
|
2018
Q1 | $153K | Buy |
+1,600
| New | +$153K | 0.06% | 107 |
|