CPA
Clear Perspective Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $580K | Sell |
11,518
-10,726
| -48% | -$540K | 0.18% | 88 |
|
|
2021
Q3 | $1.24M | Sell |
22,244
-50
| -0.2% | -$2.8K | 0.43% | 41 |
|
|
2021
Q2 | $1.27M | Buy |
22,294
+332
| +2% | +$18.9K | 0.44% | 41 |
|
|
2021
Q1 | $1.19M | Buy |
21,962
+108
| +0.5% | +$5.84K | 0.46% | 40 |
|
|
2020
Q4 | $1.15M | Sell |
21,854
-1,171
| -5% | -$61.4K | 0.47% | 40 |
|
|
2020
Q3 | $249 | Sell |
23,025
-312
| -1% | -$3 | 0.12% | 120 |
|
|
2020
Q2 | $910K | Buy |
23,337
+1,759
| +8% | +$68.6K | 0.5% | 34 |
|
|
2020
Q1 | $742K | Buy |
21,578
+688
| +3% | +$23.7K | 0.5% | 42 |
|
|
2019
Q4 | $939K | Buy |
20,890
+212
| +1% | +$9.53K | 0.58% | 46 |
|
|
2019
Q3 | $932K | Buy |
+20,678
| New | +$932K | 0.42% | 53 |
|
|
2019
Q2 | – | Sell |
-25,988
| Closed | -$1.09M | – | 45 |
|
|
2019
Q1 | $1.09M | Buy |
25,988
+5,941
| +30% | +$248K | 0.77% | 32 |
|
|
2018
Q4 | $683K | Buy |
20,047
+10,493
| +110% | +$357K | 0.57% | 52 |
|
|
2018
Q3 | $338K | Buy |
9,554
+692
| +8% | +$24.5K | 0.25% | 106 |
|
|
2018
Q2 | $291K | Buy |
8,862
+5,700
| +180% | +$187K | 0.2% | 114 |
|
|
2018
Q1 | $108K | Hold |
3,162
| – | – | 0.08% | 178 |
|
|
2017
Q4 | $127K | Hold |
3,162
| – | – | 0.1% | 166 |
|
|
2017
Q3 | $122K | Buy |
3,162
+440
| +16% | +$17K | 0.1% | 169 |
|
|
2017
Q2 | $106K | Buy |
2,722
+1,362
| +100% | +$53K | 0.09% | 165 |
|
|
2017
Q1 | $51K | Buy |
1,360
+680
| +100% | +$25.5K | 0.03% | 210 |
|
|
2016
Q4 | $47K | Buy |
+680
| New | +$47K | 0.03% | 206 |
|