TWM
Triton Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
+4,814
| New | +$325K | 0.14% | 82 |
|
|
2024
Q4 | $351K | Sell |
5,012
-155
| -3% | -$10.9K | 0.18% | 60 |
|
|
2024
Q3 | $301K | Buy |
5,167
+1
| +0% | +$58 | 0.17% | 65 |
|
|
2024
Q2 | $269K | Sell |
5,166
-36
| -0.7% | -$1.88K | 0.16% | 70 |
|
|
2024
Q1 | $273K | Sell |
5,202
-370
| -7% | -$19.4K | 0.19% | 60 |
|
|
2023
Q4 | $308K | Sell |
5,572
-658
| -11% | -$36.4K | 0.2% | 51 |
|
|
2023
Q3 | $275K | Buy |
6,230
+75
| +1% | +$3.31K | 0.19% | 53 |
|
|
2023
Q2 | $319K | Buy |
6,155
+329
| +6% | +$17.1K | 0.18% | 53 |
|
|
2023
Q1 | $238K | Buy |
+5,826
| New | +$238K | 0.15% | 63 |
|