Wealthfront’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.15M | Sell |
12,731
-77
| -0.6% | -$6.94K | 0.01% | 228 |
|
2018
Q2 | $1.17M | Sell |
12,808
-1,081
| -8% | -$98.3K | 0.01% | 223 |
|
2018
Q1 | $1.33M | Sell |
13,889
-39
| -0.3% | -$3.74K | 0.01% | 195 |
|
2017
Q4 | $1.21M | Buy |
13,928
+1,377
| +11% | +$120K | 0.01% | 195 |
|
2017
Q3 | $957K | Buy |
12,551
+6,160
| +96% | +$470K | 0.01% | 206 |
|
2017
Q2 | $468K | Buy |
6,391
+1,539
| +32% | +$113K | 0.01% | 284 |
|
2017
Q1 | $333K | Buy |
4,852
+294
| +6% | +$20.2K | 0.01% | 315 |
|
2016
Q4 | $310K | Buy |
+4,558
| New | +$310K | 0.01% | 288 |
|
2015
Q4 | – | Sell |
-2,929
| Closed | -$120K | – | 418 |
|
2015
Q3 | $120K | Sell |
2,929
-837
| -22% | -$34.3K | ﹤0.01% | 369 |
|
2015
Q2 | $193K | Buy |
3,766
+236
| +7% | +$12.1K | 0.01% | 272 |
|
2015
Q1 | $159K | Buy |
3,530
+2,523
| +251% | +$114K | 0.01% | 292 |
|
2014
Q4 | $47K | Buy |
1,007
+6
| +0.6% | +$280 | ﹤0.01% | 488 |
|
2014
Q3 | $50K | Buy |
1,001
+467
| +87% | +$23.3K | ﹤0.01% | 407 |
|
2014
Q2 | $27K | Buy |
534
+183
| +52% | +$9.25K | ﹤0.01% | 463 |
|
2014
Q1 | $18K | Buy |
+351
| New | +$18K | ﹤0.01% | 447 |
|