USCA RIA’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-37,028
| Closed | -$2.54M | – | 437 |
|
|
2018
Q4 | $2.54M | Buy |
37,028
+5,456
| +17% | +$375K | 0.34% | 102 |
|
|
2018
Q3 | $2.85M | Sell |
31,572
-862
| -3% | -$77.8K | 0.29% | 110 |
|
|
2018
Q2 | $2.95M | Buy |
32,434
+863
| +3% | +$78.5K | 0.32% | 89 |
|
|
2018
Q1 | $3.03M | Buy |
+31,571
| New | +$3.03M | 0.33% | 90 |
|