Zhang Financial’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,724
| Closed | -$249K | – | 249 |
|
|
2023
Q1 | $249K | Hold |
5,724
| – | – | 0.03% | 206 |
|
|
2022
Q4 | $383K | Sell |
5,724
-6
| -0.1% | -$401 | 0.05% | 168 |
|
|
2022
Q3 | $407K | Buy |
5,730
+300
| +6% | +$21.3K | 0.06% | 144 |
|
|
2022
Q2 | $398K | Sell |
5,430
-26
| -0.5% | -$1.91K | 0.06% | 151 |
|
|
2022
Q1 | $493K | Hold |
5,456
| – | – | 0.08% | 134 |
|
|
2021
Q4 | $475K | Buy |
+5,456
| New | +$475K | 0.08% | 127 |
|