Venture Visionary Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,180
| Closed | -$213K | – | 500 |
|
2022
Q4 | $213K | Hold |
3,180
| – | – | 0.02% | 441 |
|
2022
Q3 | $226K | Hold |
3,180
| – | – | 0.02% | 414 |
|
2022
Q2 | $233K | Hold |
3,180
| – | – | 0.02% | 418 |
|
2022
Q1 | $287K | Hold |
3,180
| – | – | 0.02% | 415 |
|
2021
Q4 | $276K | Hold |
3,180
| – | – | 0.02% | 429 |
|
2021
Q3 | $255K | Buy |
3,180
+80
| +3% | +$6.42K | 0.02% | 436 |
|
2021
Q2 | $221K | Hold |
3,100
| – | – | 0.02% | 453 |
|
2021
Q1 | $222K | Buy |
+3,100
| New | +$222K | 0.02% | 419 |
|