Simplicity Solutions’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $212K | Buy |
+3,806
| New | +$212K | 0.01% | 959 |
|
|
2023
Q2 | – | Sell |
-4,607
| Closed | -$200K | – | 1082 |
|
|
2023
Q1 | $200K | Buy |
+4,607
| New | +$200K | 0.01% | 1023 |
|
|
2020
Q3 | – | Sell |
-6,398
| Closed | -$244K | – | 863 |
|
|
2020
Q2 | $244K | Sell |
6,398
-858
| -12% | -$32.7K | ﹤0.01% | 779 |
|
|
2020
Q1 | $213K | Buy |
7,256
+899
| +14% | +$26.4K | 0.01% | 676 |
|
|
2019
Q4 | $456K | Sell |
6,357
-29
| -0.5% | -$2.08K | 0.01% | 563 |
|
|
2019
Q3 | $421K | Buy |
+6,386
| New | +$421K | 0.02% | 459 |
|