Wealthspire Advisors (Maryland)’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,660
| Closed | -$122K | – | 765 |
|
|
2019
Q1 | $122K | Sell |
1,660
-35
| -2% | -$2.57K | 0.01% | 573 |
|
|
2018
Q4 | $116K | Buy |
1,695
+334
| +25% | +$22.9K | 0.01% | 556 |
|
|
2018
Q3 | $123K | Buy |
1,361
+94
| +7% | +$8.5K | 0.01% | 607 |
|
|
2018
Q2 | $115K | Sell |
1,267
-25
| -2% | -$2.27K | 0.01% | 650 |
|
|
2018
Q1 | $124K | Sell |
1,292
-255
| -16% | -$24.5K | 0.01% | 629 |
|
|
2017
Q4 | $134K | Buy |
1,547
+482
| +45% | +$41.8K | 0.01% | 609 |
|
|
2017
Q3 | $81K | Buy |
1,065
+40
| +4% | +$3.04K | 0.01% | 791 |
|
|
2017
Q2 | $75K | Buy |
1,025
+68
| +7% | +$4.98K | 0.01% | 802 |
|
|
2017
Q1 | $66K | Sell |
957
-23
| -2% | -$1.59K | 0.01% | 722 |
|
|
2016
Q4 | $67K | Buy |
980
+44
| +5% | +$3.01K | 0.01% | 690 |
|
|
2016
Q3 | $44K | Buy |
936
+1
| +0.1% | +$47 | 0.01% | 813 |
|
|
2016
Q2 | $38K | Sell |
935
-38
| -4% | -$1.54K | 0.01% | 807 |
|
|
2016
Q1 | $37K | Buy |
973
+84
| +9% | +$3.19K | 0.01% | 780 |
|
|
2015
Q4 | $37K | Buy |
+889
| New | +$37K | 0.01% | 794 |
|