Winslow Evans & Crocker’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1173 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$4K | – | 1175 |
|
|
2019
Q1 | $4K | Sell |
36
-464
| -93% | -$51.6K | ﹤0.01% | 994 |
|
|
2018
Q4 | $36K | Buy |
+500
| New | +$36K | 0.01% | 513 |
|
|
2015
Q2 | – | Sell |
-92
| Closed | -$4.15K | – | 1316 |
|
|
2015
Q1 | $4.15K | Hold |
92
| – | – | ﹤0.01% | 1072 |
|
|
2014
Q4 | $4.31K | Buy |
+92
| New | +$4.31K | ﹤0.01% | 1071 |
|
|
2014
Q3 | – | Sell |
-126
| Closed | -$6.32K | – | 1394 |
|
|
2014
Q2 | $6.32K | Buy |
126
+92
| +271% | +$4.62K | ﹤0.01% | 969 |
|
|
2014
Q1 | $1.76K | Hold |
34
| – | – | ﹤0.01% | 1183 |
|
|
2013
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1271 |
|