WealthPLAN Partners’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,784
| Closed | -$1.94M | – | 314 |
|
|
2023
Q4 | $1.94M | Sell |
34,784
-12,846
| -27% | -$717K | 0.2% | 111 |
|
|
2023
Q3 | $1.98M | Buy |
47,630
+15,801
| +50% | +$657K | 0.23% | 103 |
|
|
2023
Q2 | $1.35M | Buy |
31,829
+5,030
| +19% | +$213K | 0.19% | 116 |
|
|
2023
Q1 | $1.16M | Buy |
26,799
+23,597
| +737% | +$1.02M | 0.13% | 137 |
|
|
2022
Q4 | $243K | Buy |
+3,202
| New | +$243K | 0.02% | 345 |
|
|
2022
Q1 | $371K | Sell |
4,532
-189
| -4% | -$15.5K | 0.03% | 287 |
|
|
2021
Q4 | $438K | Sell |
4,721
-5,034
| -52% | -$467K | 0.03% | 266 |
|
|
2021
Q3 | $835K | Sell |
9,755
-1,700
| -15% | -$146K | 0.06% | 188 |
|
|
2021
Q2 | $858K | Buy |
11,455
+761
| +7% | +$57K | 0.06% | 166 |
|
|
2021
Q1 | $819K | Buy |
10,694
+69
| +0.6% | +$5.28K | 0.06% | 163 |
|
|
2020
Q4 | $674K | Buy |
10,625
+783
| +8% | +$49.7K | 0.06% | 177 |
|
|
2020
Q3 | $475K | Sell |
9,842
-931
| -9% | -$44.9K | 0.05% | 200 |
|
|
2020
Q2 | $444K | Buy |
+10,773
| New | +$444K | 0.05% | 198 |
|
|
2019
Q1 | – | Sell |
-2,332
| Closed | -$201K | – | 259 |
|
|
2018
Q4 | $201K | Sell |
2,332
-865
| -27% | -$74.6K | 0.03% | 245 |
|
|
2018
Q3 | $252K | Sell |
3,197
-474
| -13% | -$37.4K | 0.05% | 205 |
|
|
2018
Q2 | $334K | Sell |
3,671
-1,549
| -30% | -$141K | 0.07% | 180 |
|
|
2018
Q1 | $500K | Buy |
+5,220
| New | +$500K | 0.11% | 141 |
|