Waverly Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-291
Closed -$15K 470
2014
Q3
$15K Hold
291
0.01% 391
2014
Q2
$15K Hold
291
0.01% 373
2014
Q1
$15K Sell
291
-672
-70% -$34.6K 0.01% 363
2013
Q4
$46K Buy
+963
New +$46K 0.02% 341