CWA
Clarus Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,720
| Closed | -$201K | – | 134 |
|
|
2023
Q4 | $201K | Buy |
+4,720
| New | +$201K | 0.12% | 120 |
|
|
2021
Q4 | – | Sell |
-3,858
| Closed | -$219K | – | 107 |
|
|
2021
Q3 | $219K | Buy |
+3,858
| New | +$219K | 0.13% | 94 |
|
|
2020
Q2 | – | Sell |
-18,129
| Closed | -$615K | – | 132 |
|
|
2020
Q1 | $615K | Buy |
18,129
+107
| +0.6% | +$3.63K | 0.61% | 44 |
|
|
2019
Q4 | $820K | Buy |
18,022
+4,244
| +31% | +$193K | 0.54% | 42 |
|
|
2019
Q3 | $621K | Buy |
13,778
+5,774
| +72% | +$260K | 0.45% | 48 |
|
|
2019
Q2 | $338K | Buy |
8,004
+2,908
| +57% | +$123K | 0.24% | 73 |
|
|
2019
Q1 | $204K | Sell |
5,096
-5,295
| -51% | -$212K | 0.15% | 99 |
|
|
2018
Q4 | $354K | Sell |
10,391
-943
| -8% | -$32.1K | 0.56% | 32 |
|
|
2018
Q3 | $401K | Buy |
11,334
+9,505
| +520% | +$336K | 0.26% | 42 |
|
|
2018
Q2 | $62K | Buy |
+1,829
| New | +$62K | 0.05% | 252 |
|