Summit Securities Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$12K | – | 552 |
|
|
2024
Q3 | $12K | Sell |
200
-902
| -82% | -$54.1K | ﹤0.01% | 251 |
|
|
2024
Q2 | $56K | Buy |
1,102
+202
| +22% | +$10.3K | 0.01% | 178 |
|
|
2024
Q1 | $49K | Sell |
900
-2,000
| -69% | -$109K | 0.01% | 138 |
|
|
2023
Q4 | $162K | Buy |
+2,900
| New | +$162K | 0.01% | 130 |
|
|
2023
Q3 | – | Sell |
-173
| Closed | -$7K | – | 470 |
|
|
2023
Q2 | $7K | Sell |
173
-344
| -67% | -$13.9K | ﹤0.01% | 665 |
|
|
2023
Q1 | $22K | Buy |
517
+385
| +292% | +$16.4K | ﹤0.01% | 475 |
|
|
2022
Q4 | $9K | Sell |
132
-2,065
| -94% | -$141K | ﹤0.01% | 812 |
|
|
2022
Q3 | $156K | Buy |
2,197
+1,924
| +705% | +$137K | 0.01% | 298 |
|
|
2022
Q2 | $20K | Sell |
273
-1,281
| -82% | -$93.8K | ﹤0.01% | 572 |
|
|
2022
Q1 | $141K | Buy |
+1,554
| New | +$141K | 0.02% | 281 |
|
|
2016
Q1 | – | Sell |
-9,800
| Closed | -$410K | – | 176 |
|
|
2015
Q4 | $410K | Buy |
+9,800
| New | +$410K | 0.13% | 114 |
|
|
2015
Q1 | – | Sell |
-3,500
| Closed | -$164K | – | 361 |
|
|
2014
Q4 | $164K | Sell |
3,500
-1,000
| -22% | -$46.9K | 0.05% | 209 |
|
|
2014
Q3 | $224K | Buy |
4,500
+2,800
| +165% | +$139K | 0.06% | 190 |
|
|
2014
Q2 | $85K | Buy |
+1,700
| New | +$85K | 0.03% | 242 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$14K | – | 358 |
|
|
2013
Q4 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 316 |
|