SS&H Financial Advisors’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 | $589K | Hold |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $630K | Hold |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $553K | Hold |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $691K | Hold |
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|
2022
Q3 | $735K | Hold |
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|
2022
Q2 | $759K | Hold |
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|
2022
Q1 | $935K | Buy |
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