Summit Global Investments’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 |
-3,747
| Closed | -$206K | – | 511 |
|
|
2024
Q1 | $206K | Buy |
+3,747
| New | +$206K | 0.02% | 477 |
|
|
2019
Q3 | – | Sell |
-114,145
| Closed | -$8.29M | – | 273 |
|
|
2019
Q2 | $8.29M | Sell |
114,145
-3,150
| -3% | -$229K | 1.04% | 31 |
|
|
2019
Q1 | $8.6M | Buy |
117,295
+6,845
| +6% | +$502K | 1.1% | 29 |
|
|
2018
Q4 | $7.59M | Buy |
+110,450
| New | +$7.59M | 1.18% | 27 |
|