Sonen Capital’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,000
| Closed | -$304K | – | 85 |
|
|
2023
Q1 | $304K | Hold |
7,000
| – | – | 0.52% | 65 |
|
|
2022
Q4 | $468K | Hold |
7,000
| – | – | 0.77% | 54 |
|
|
2022
Q3 | $498K | Hold |
7,000
| – | – | 0.81% | 50 |
|
|
2022
Q2 | $514K | Hold |
7,000
| – | – | 0.74% | 52 |
|
|
2022
Q1 | $633K | Buy |
7,000
+2,000
| +40% | +$181K | 0.77% | 50 |
|
|
2021
Q4 | $435K | Buy |
+5,000
| New | +$435K | 0.42% | 79 |
|