BWM
BT Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,488
| Closed | -$257K | – | 68 |
|
|
2022
Q1 | $257K | Sell |
5,488
-500
| -8% | -$23.4K | 0.07% | 59 |
|
|
2021
Q4 | $301K | Buy |
5,988
+232
| +4% | +$11.7K | 0.08% | 53 |
|
|
2021
Q3 | $322K | Buy |
5,756
+500
| +10% | +$28K | 0.1% | 41 |
|
|
2021
Q2 | $300K | Buy |
5,256
+1,140
| +28% | +$65.1K | 0.09% | 44 |
|
|
2021
Q1 | $223K | Hold |
4,116
| – | – | 0.07% | 54 |
|
|
2020
Q4 | $216K | Buy |
+4,116
| New | +$216K | 0.08% | 56 |
|
|
2019
Q1 | – | Sell |
-9,265
| Closed | -$345K | – | 64 |
|
|
2018
Q4 | $345K | Buy |
+9,265
| New | +$345K | 0.15% | 69 |
|