Texas Capital Bank Wealth Management Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,100
| Closed | -$260K | – | 209 |
|
|
2024
Q2 | $260K | Sell |
5,100
-5,000
| -50% | -$255K | 0.03% | 163 |
|
|
2024
Q1 | $555K | Hold |
10,100
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $564K | Sell |
10,100
-9,900
| -50% | -$553K | 0.07% | 107 |
|
|
2023
Q3 | $831K | Buy |
20,000
+15,000
| +300% | +$623K | 0.1% | 90 |
|
|
2023
Q2 | $212K | Buy |
+5,000
| New | +$212K | 0.02% | 193 |
|