CWP
Curated Wealth Partners’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-7,312
| Closed | -$368K | – | 135 |
|
2022
Q1 | $368K | Hold |
7,312
| – | – | 0.12% | 90 |
|
2021
Q4 | $368K | Sell |
7,312
-277
| -4% | -$13.9K | 0.12% | 93 |
|
2021
Q3 | $424K | Buy |
7,589
+501
| +7% | +$28K | 0.24% | 88 |
|
2021
Q2 | $404K | Buy |
7,088
+458
| +7% | +$26.1K | 0.22% | 87 |
|
2021
Q1 | $359K | Sell |
6,630
-618
| -9% | -$33.5K | 0.22% | 92 |
|
2020
Q4 | $380K | Buy |
+7,248
| New | +$380K | 0.25% | 82 |
|