ZF
CMA

Zhang Financial’s Comerica CMA Stock Holding History

Zhang Financial’s Portfolio CMA Stock Details CMA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$261K Buy
2023
Q2 		– Sell
2023
Q1 		$249K Hold
2022
Q4 		$383K Sell
2022
Q3 		$407K Buy
2022
Q2 		$398K Sell
2022
Q1 		$493K Hold
2021
Q4 		$475K Buy