Swaine & Leidel Wealth Services’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-14,238
Closed -$2.79M 65
2019
Q3
$2.79M Buy
14,238
+1,482
+12% +$291K 2.53% 10
2019
Q2
$2.22M Buy
12,756
+2,407
+23% +$419K 2.37% 15
2019
Q1
$1.88M Buy
+10,349
New +$1.88M 2.38% 18