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