SA
Syntax Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $438K | Sell |
10,544
-1,102
| -9% | -$45.8K | 0.39% | 34 |
|
|
2023
Q2 | $493K | Buy |
11,646
+5,874
| +102% | +$249K | 0.4% | 35 |
|
|
2023
Q1 | $251K | Buy |
5,772
+2,661
| +86% | +$116K | 0.19% | 152 |
|
|
2022
Q4 | $208K | Buy |
+3,111
| New | +$208K | 0.17% | 187 |
|