TW
Trajan Wealth’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
3,703
+74
| +2% | +$4.41K | 0.01% | 136 |
|
|
2025
Q1 | $214K | Sell |
3,629
-716
| -16% | -$42.3K | 0.01% | 143 |
|
|
2024
Q4 | $269K | Sell |
4,345
-352
| -7% | -$21.8K | 0.01% | 138 |
|
|
2024
Q3 | $281K | Sell |
4,697
-39
| -0.8% | -$2.34K | 0.02% | 134 |
|
|
2024
Q2 | $242K | Sell |
4,736
-314
| -6% | -$16K | 0.02% | 140 |
|
|
2024
Q1 | $278K | Buy |
+5,050
| New | +$278K | 0.02% | 140 |
|