WealthPLAN Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.94M | Sell |
|
|||||
|
2023
Q3 | $1.98M | Buy |
|
|||||
|
2023
Q2 | $1.35M | Buy |
|
|||||
|
2023
Q1 | $1.16M | Buy |
|
|||||
|
2022
Q4 | $243K | Buy |
|
|||||
|
2022
Q1 | $371K | Sell |
|
|||||
|
2021
Q4 | $438K | Sell |
|
|||||
|
2021
Q3 | $835K | Sell |
|
|||||
|
2021
Q2 | $858K | Buy |
|
|||||
|
2021
Q1 | $819K | Buy |
|
|||||
|
2020
Q4 | $674K | Buy |
|
|||||
|
2020
Q3 | $475K | Sell |
|
|||||
|
2020
Q2 | $444K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $201K | Sell |
|
|||||
|
2018
Q3 | $252K | Sell |
|
|||||
|
2018
Q2 | $334K | Sell |
|
|||||
|
2018
Q1 | $500K | Buy |
|