Valeo Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,709
| Closed | -$123K | – | 686 |
|
|
2021
Q1 | $123K | Buy |
+1,709
| New | +$123K | 0.01% | 539 |
|
|
2020
Q3 | – | Sell |
-842
| Closed | -$32K | – | 1628 |
|
|
2020
Q2 | $32K | Buy |
842
+779
| +1,237% | +$29.6K | ﹤0.01% | 841 |
|
|
2020
Q1 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 1444 |
|
|
2019
Q4 | – | Sell |
-420
| Closed | -$28K | – | 1620 |
|
|
2019
Q3 | $28K | Sell |
420
-546
| -57% | -$36.4K | ﹤0.01% | 749 |
|
|
2019
Q2 | $70K | Hold |
966
| – | – | 0.01% | 506 |
|
|
2019
Q1 | $71K | Hold |
966
| – | – | 0.01% | 482 |
|
|
2018
Q4 | $66K | Hold |
966
| – | – | 0.01% | 454 |
|
|
2018
Q3 | $78K | Hold |
966
| – | – | 0.01% | 456 |
|
|
2018
Q2 | $94K | Buy |
966
+616
| +176% | +$59.9K | 0.01% | 402 |
|
|
2018
Q1 | $34K | Buy |
+350
| New | +$34K | 0.01% | 575 |
|