Winifred I. Li’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $808K | Hold |
17,250
| – | – | 0.76% | 36 |
|
|
2014
Q3 | $860K | Sell |
17,250
-465
| -3% | -$23.2K | 0.82% | 30 |
|
|
2014
Q2 | $889K | Hold |
17,715
| – | – | 0.76% | 28 |
|
|
2014
Q1 | $918K | Sell |
17,715
-1,495
| -8% | -$77.5K | 0.8% | 25 |
|
|
2013
Q4 | $913K | Hold |
19,210
| – | – | 0.78% | 32 |
|
|
2013
Q3 | $755K | Sell |
19,210
-325
| -2% | -$12.8K | 0.7% | 36 |
|
|
2013
Q2 | $778K | Buy |
+19,535
| New | +$778K | 0.72% | 35 |
|