WealthTrust Fairport’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $3.31M | Buy |
45,108
+30,487
| +209% | +$2.24M | 0.31% | 72 |
|
2018
Q4 | $1M | Sell |
14,621
-31,714
| -68% | -$2.18M | 0.11% | 103 |
|
2018
Q3 | $4.18M | Buy |
46,335
+556
| +1% | +$50.1K | 0.39% | 65 |
|
2018
Q2 | $4.16M | Buy |
45,779
+13,348
| +41% | +$1.21M | 0.4% | 63 |
|
2018
Q1 | $3.11M | Buy |
32,431
+9,645
| +42% | +$925K | 0.31% | 66 |
|
2017
Q4 | $1.98M | Buy |
+22,786
| New | +$1.98M | 0.2% | 86 |
|