Simon Quick Advisors’s Comerica CMA Stock Holding History

Simon Quick Advisors’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$255K	Buy
2024 Q4	$263K	Buy
2020 Q1	–	Sell
2019 Q4	$5K	Buy
2018 Q4	–	Sell
2018 Q3	$61K	Sell
2018 Q2	$72K	Sell
2018 Q1	$153K	Buy