AWA
Acorn Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,653
| Closed | -$208K | – | 173 |
|
|
2021
Q2 | $208K | Sell |
3,653
-474
| -11% | -$27K | 0.14% | 160 |
|
|
2021
Q1 | $223K | Sell |
4,127
-621
| -13% | -$33.6K | 0.16% | 146 |
|
|
2020
Q4 | $249K | Buy |
+4,748
| New | +$249K | 0.2% | 123 |
|
|
2019
Q2 | – | Sell |
-5,489
| Closed | -$229K | – | 125 |
|
|
2019
Q1 | $229K | Buy |
+5,489
| New | +$229K | 0.21% | 111 |
|
|
2018
Q4 | – | Sell |
-5,488
| Closed | -$208K | – | 115 |
|
|
2018
Q3 | $208K | Buy |
5,488
+1,600
| +41% | +$60.6K | 0.21% | 111 |
|
|
2018
Q2 | $129K | Hold |
3,888
| – | – | 0.11% | 151 |
|
|
2018
Q1 | $123K | Buy |
3,888
+12
| +0.3% | +$380 | 0.11% | 151 |
|
|
2017
Q4 | $158K | Buy |
+3,876
| New | +$158K | 0.14% | 120 |
|