TFO Wealth Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$169 | – | 959 |
|
|
2023
Q3 | $169 | Buy |
+4
| New | +$169 | ﹤0.01% | 881 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$230 | – | 844 |
|
|
2022
Q4 | $230 | Sell |
2
-55
| -96% | -$6.33K | ﹤0.01% | 611 |
|
|
2022
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 106 |
|