TI
tru Independence’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
87,065
+1,990
| +2% | +$119K | 1.5% | 23 |
|
|
2025
Q1 | $5.02M | Buy |
85,075
+4,772
| +6% | +$282K | 1.56% | 23 |
|
|
2024
Q4 | $4.97M | Sell |
80,303
-6,485
| -7% | -$401K | 1.56% | 26 |
|
|
2024
Q3 | $5.2M | Sell |
86,788
-935
| -1% | -$56K | 1.52% | 29 |
|
|
2024
Q2 | $4.48M | Sell |
87,723
-370
| -0.4% | -$18.9K | 1.35% | 37 |
|
|
2024
Q1 | $4.84M | Sell |
88,093
-540
| -0.6% | -$29.7K | 1.43% | 37 |
|
|
2023
Q4 | $4.95M | Buy |
88,633
+9,035
| +11% | +$504K | 1.5% | 31 |
|
|
2023
Q3 | $3.31M | Buy |
79,598
+1,722
| +2% | +$71.5K | 1.14% | 45 |
|
|
2023
Q2 | $3.3M | Sell |
77,876
-13,895
| -15% | -$589K | 1.09% | 46 |
|
|
2023
Q1 | $3.98M | Buy |
91,771
+25,503
| +38% | +$1.11M | 1.28% | 42 |
|
|
2022
Q4 | $4.43M | Buy |
66,268
+5,190
| +8% | +$347K | 1.44% | 38 |
|
|
2022
Q3 | $4.34M | Buy |
61,078
+1,325
| +2% | +$94.2K | 1.53% | 37 |
|
|
2022
Q2 | $4.39M | Buy |
59,753
+3,125
| +6% | +$229K | 1.41% | 40 |
|
|
2022
Q1 | $5.12M | Sell |
56,628
-25,254
| -31% | -$2.28M | 1.39% | 36 |
|
|
2021
Q4 | $7.12M | Sell |
81,882
-1,267
| -2% | -$110K | 1.94% | 7 |
|
|
2021
Q3 | $6.69M | Sell |
83,149
-1,075
| -1% | -$86.5K | 1.87% | 7 |
|
|
2021
Q2 | $6.01M | Buy |
84,224
+1,409
| +2% | +$101K | 1.77% | 21 |
|
|
2021
Q1 | $5.94M | Sell |
82,815
-37,965
| -31% | -$2.72M | 1.12% | 26 |
|
|
2020
Q4 | $6.75K | Sell |
120,780
-9,390
| -7% | -$525 | 0.01% | 273 |
|
|
2020
Q3 | $4.98M | Buy |
130,170
+49,450
| +61% | +$1.89M | 1.41% | 27 |
|
|
2020
Q2 | $3.08K | Buy |
80,720
+80,470
| +32,188% | +$3.07K | 0.45% | 59 |
|
|
2020
Q1 | $2.11K | Sell |
250
-74,750
| -100% | -$629K | 0.34% | 72 |
|
|
2019
Q4 | $2.2M | Buy |
+75,000
| New | +$2.2M | 0.32% | 85 |
|