Summit X LLC’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,370
| Closed | -$232K | – | 237 |
|
|
2018
Q4 | $232K | Sell |
3,370
-85
| -2% | -$5.85K | 0.13% | 182 |
|
|
2018
Q3 | $391K | Buy |
3,455
+15
| +0.4% | +$1.7K | 0.19% | 144 |
|
|
2018
Q2 | $308K | Buy |
3,440
+120
| +4% | +$10.7K | 0.17% | 149 |
|
|
2018
Q1 | $325K | Buy |
+3,320
| New | +$325K | 0.2% | 140 |
|