BWG
Beta Wealth Group’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$210K | – | 102 |
|
|
2022
Q4 | $210K | Buy |
+6,000
| New | +$210K | 0.14% | 95 |
|
|
2022
Q3 | – | Sell |
-5,400
| Closed | -$212K | – | 91 |
|
|
2022
Q2 | $212K | Buy |
5,400
+100
| +2% | +$3.93K | 0.14% | 84 |
|
|
2022
Q1 | $248K | Buy |
+5,300
| New | +$248K | 0.17% | 79 |
|
|
2021
Q3 | – | Sell |
-4,200
| Closed | -$240K | – | 64 |
|
|
2021
Q2 | $240K | Buy |
4,200
+268
| +7% | +$15.3K | 0.17% | 57 |
|
|
2021
Q1 | $213K | Buy |
+3,932
| New | +$213K | 0.15% | 56 |
|