Stratos Wealth Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,073
| Closed | -$334K | – | 1384 |
|
|
2024
Q1 | $334K | Sell |
6,073
-986
| -14% | -$54.2K | 0.01% | 1059 |
|
|
2023
Q4 | $394K | Buy |
+7,059
| New | +$394K | 0.01% | 967 |
|
|
2018
Q4 | – | Sell |
-1,808
| Closed | -$163K | – | 1090 |
|
|
2018
Q3 | $163K | Buy |
+1,808
| New | +$163K | 0.01% | 927 |
|
|
2018
Q2 | – | Sell |
-1,874
| Closed | -$180K | – | 1236 |
|
|
2018
Q1 | $180K | Hold |
1,874
| – | – | 0.01% | 947 |
|
|
2017
Q4 | $163K | Buy |
+1,874
| New | +$163K | 0.01% | 960 |
|