SkyOak Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914K | Buy |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $851K | Buy |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $514K | Sell |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $516K | Sell |
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|
2020
Q4 | $678K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $529K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Buy |
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