Spire Wealth Management’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.5K Sell
277
-2
-0.7% -$119 ﹤0.01% 1578
2025
Q1
$16.5K Sell
279
-1
-0.4% -$59 ﹤0.01% 1679
2024
Q4
$17.3K Hold
280
﹤0.01% 1664
2024
Q3
$16.8K Sell
280
-10
-3% -$599 ﹤0.01% 1487
2024
Q2
$14.8K Sell
290
-195
-40% -$9.95K ﹤0.01% 1531
2024
Q1
$26.7K Buy
485
+5
+1% +$275 ﹤0.01% 1418
2023
Q4
$25.2K Buy
480
+235
+96% +$12.4K ﹤0.01% 1455
2023
Q3
$10.2K Sell
245
-59
-19% -$2.45K ﹤0.01% 1726
2023
Q2
$12.9K Buy
304
+100
+49% +$4.24K ﹤0.01% 1730
2023
Q1
$8.86K Hold
204
﹤0.01% 1893
2022
Q4
$14K Sell
204
-14
-6% -$961 ﹤0.01% 1492
2022
Q3
$15K Sell
218
-4
-2% -$275 ﹤0.01% 1431
2022
Q2
$16K Buy
222
+5
+2% +$360 ﹤0.01% 1745
2022
Q1
$20K Buy
217
+77
+55% +$7.1K ﹤0.01% 1800
2021
Q4
$12K Buy
140
+127
+977% +$10.9K ﹤0.01% 2299
2021
Q3
$1K Buy
+13
New +$1K ﹤0.01% 2522
2021
Q2
Sell
-86
Closed -$6K 2639
2021
Q1
$6K Buy
+86
New +$6K ﹤0.01% 2557