Castle Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,079
Closed -$317K 109
2022
Q4
$317K Sell
9,079
-5,217
-36% -$182K 0.2% 82
2022
Q3
$419K Buy
14,296
+1,589
+13% +$46.6K 0.25% 65
2022
Q2
$499K Buy
+12,707
New +$499K 0.29% 61