V Wealth Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-23,307
| Closed | -$2.1M | – | 219 |
|
2018
Q3 | $2.1M | Buy |
23,307
+97
| +0.4% | +$8.74K | 0.97% | 23 |
|
2018
Q2 | $2.14M | Buy |
23,210
+379
| +2% | +$35K | 1.2% | 20 |
|
2018
Q1 | $2.14M | Buy |
22,831
+484
| +2% | +$45.4K | 1.14% | 19 |
|
2017
Q4 | $2.1M | Buy |
+22,347
| New | +$2.1M | 1.06% | 31 |
|