Beam Wealth Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,733
| Closed | -$265K | – | 128 |
|
2020
Q3 | $265K | Sell |
5,733
-140
| -2% | -$6.47K | 0.25% | 104 |
|
2020
Q2 | $237K | Buy |
+5,873
| New | +$237K | 0.24% | 107 |
|
2020
Q1 | – | Sell |
-5,108
| Closed | -$230K | – | 145 |
|
2019
Q4 | $230K | Buy |
+5,108
| New | +$230K | 0.21% | 134 |
|