WealthPlan Investment Management’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	-3,202	Closed	-$243K	–	462
2022 Q4	$243K	Hold	3,202	–	–	0.02%	345
2022 Q3	$209K	Buy	+3,202	New	+$209K	0.02%	349
2022 Q1	$371K	Buy	+4,532	New	+$371K	0.03%	287