Venturi Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-188
| Closed | -$11.6K | – | 808 |
|
|
2024
Q4 | $11.6K | Hold |
188
| – | – | ﹤0.01% | 1393 |
|
|
2024
Q3 | $11.3K | Hold |
188
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q2 | $9.6K | Sell |
188
-406
| -68% | -$20.7K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $32.7K | Sell |
594
-813
| -58% | -$44.7K | ﹤0.01% | 601 |
|
|
2023
Q4 | $78.5K | Buy |
1,407
+296
| +27% | +$16.5K | 0.01% | 439 |
|
|
2023
Q3 | $46.2K | Hold |
1,111
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $47.1K | Buy |
1,111
+1,000
| +901% | +$42.4K | ﹤0.01% | 434 |
|
|
2023
Q1 | $4.82K | Buy |
+111
| New | +$4.82K | ﹤0.01% | 831 |
|