SkyOak Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
13,234
+2,088
| +19% | +$125K | 0.16% | 93 |
|
|
2025
Q1 | $658K | Buy |
11,146
+81
| +0.7% | +$4.78K | 0.14% | 94 |
|
|
2024
Q4 | $684K | Sell |
11,065
-902
| -8% | -$55.8K | 0.15% | 93 |
|
|
2024
Q3 | $717K | Sell |
11,967
-4,702
| -28% | -$282K | 0.16% | 89 |
|
|
2024
Q2 | $851K | Buy |
16,669
+1,140
| +7% | +$58.2K | 0.2% | 79 |
|
|
2024
Q1 | $854K | Buy |
15,529
+2,122
| +16% | +$117K | 0.2% | 85 |
|
|
2023
Q4 | $748K | Buy |
13,407
+166
| +1% | +$9.27K | 0.19% | 90 |
|
|
2023
Q3 | $550K | Sell |
13,241
-1,000
| -7% | -$41.5K | 0.16% | 103 |
|
|
2023
Q2 | $603K | Buy |
14,241
+4,873
| +52% | +$206K | 0.17% | 105 |
|
|
2023
Q1 | $407K | Buy |
9,368
+3,997
| +74% | +$174K | 0.12% | 132 |
|
|
2022
Q4 | $359K | Sell |
5,371
-260
| -5% | -$17.4K | 0.12% | 139 |
|
|
2022
Q3 | $400K | Sell |
5,631
-81
| -1% | -$5.75K | 0.14% | 125 |
|
|
2022
Q2 | $419K | Buy |
5,712
+31
| +0.5% | +$2.27K | 0.14% | 126 |
|
|
2022
Q1 | $514K | Sell |
5,681
-1,953
| -26% | -$177K | 0.14% | 131 |
|
|
2021
Q4 | $664K | Buy |
7,634
+51
| +0.7% | +$4.44K | 0.17% | 114 |
|
|
2021
Q3 | $610K | Buy |
7,583
+48
| +0.6% | +$3.86K | 0.16% | 113 |
|
|
2021
Q2 | $538K | Buy |
7,535
+500
| +7% | +$35.7K | 0.14% | 129 |
|
|
2021
Q1 | $516K | Sell |
7,035
-5,095
| -42% | -$374K | 0.14% | 127 |
|
|
2020
Q4 | $678K | Buy |
12,130
+2,142
| +21% | +$120K | 0.21% | 108 |
|
|
2020
Q3 | $382K | Sell |
9,988
-3,889
| -28% | -$149K | 0.14% | 136 |
|
|
2020
Q2 | $529K | Buy |
+13,877
| New | +$529K | 0.2% | 120 |
|
|
2020
Q1 | – | Sell |
-4,220
| Closed | -$303K | – | 230 |
|
|
2019
Q4 | $303K | Buy |
+4,220
| New | +$303K | 0.09% | 230 |
|