SWA
SOA Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$12.4K | – | 891 |
|
|
2024
Q4 | $12.4K | Buy |
+200
| New | +$12.4K | ﹤0.01% | 527 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | – | – | 839 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 885 |
|
|
2021
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $0 | Sell |
9
-5
| -36% | – | ﹤0.01% | 871 |
|
|
2021
Q1 | $1K | Sell |
14
-2
| -13% | -$143 | ﹤0.01% | 755 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 729 |
|