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Simplicity Wealth’s Comerica CMA Stock Holding History

Simplicity Wealth’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,127
Closed -$211K – 619
2024
Q2 		$211K Sell
4,127
-17
-0.4% -$868 ﹤0.01% 1090
2024
Q1 		$228K Buy
+4,144
New +$228K 0.01% 1016