United Asset Strategies’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,239
| Closed | -$682K | – | 189 |
|
|
2020
Q1 | $682K | Buy |
23,239
+1,774
| +8% | +$52.1K | 0.17% | 104 |
|
|
2019
Q4 | $1.54M | Buy |
+21,465
| New | +$1.54M | 0.3% | 82 |
|
|
2018
Q3 | – | Sell |
-5,346
| Closed | -$486K | – | 205 |
|
|
2018
Q2 | $486K | Buy |
5,346
+390
| +8% | +$35.5K | 0.13% | 142 |
|
|
2018
Q1 | $475K | Buy |
4,956
+281
| +6% | +$26.9K | 0.14% | 125 |
|
|
2017
Q4 | $406K | Buy |
+4,675
| New | +$406K | 0.11% | 141 |
|