Stonebridge Capital Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-150
| Closed | -$6.23K | – | 333 |
|
2023
Q3 | $6.23K | Buy |
+150
| New | +$6.23K | ﹤0.01% | 679 |
|
2021
Q3 | – | Sell |
-172
| Closed | -$12K | – | 974 |
|
2021
Q2 | $12K | Hold |
172
| – | – | ﹤0.01% | 712 |
|
2021
Q1 | $12K | Buy |
+172
| New | +$12K | ﹤0.01% | 596 |
|
2020
Q3 | – | Sell |
-40
| Closed | -$2K | – | 281 |
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 656 |
|
2020
Q1 | $1K | Sell |
40
-20
| -33% | -$500 | ﹤0.01% | 690 |
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 667 |
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 638 |
|
2019
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 692 |
|