CWA
Cypress Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $210K | Sell |
5,246
-3,478
| -40% | -$139K | 0.24% | 72 |
|
|
2018
Q4 | $297K | Buy |
8,724
+70
| +0.8% | +$2.38K | 0.41% | 56 |
|
|
2018
Q3 | $306K | Buy |
8,654
+892
| +11% | +$31.5K | 0.32% | 63 |
|
|
2018
Q2 | $255K | Sell |
7,762
-3,906
| -33% | -$128K | 0.28% | 69 |
|
|
2018
Q1 | $399K | Buy |
11,668
+428
| +4% | +$14.6K | 0.43% | 58 |
|
|
2017
Q4 | $450K | Buy |
11,240
+1,488
| +15% | +$59.6K | 0.43% | 57 |
|
|
2017
Q3 | $375K | Sell |
9,752
-548
| -5% | -$21.1K | 0.61% | 39 |
|
|
2017
Q2 | $401K | Sell |
10,300
-4,930
| -32% | -$192K | 0.47% | 50 |
|
|
2017
Q1 | $572K | Buy |
15,230
+7,493
| +97% | +$281K | 0.26% | 87 |
|
|
2016
Q4 | $534K | Buy |
7,737
+255
| +3% | +$17.6K | 0.24% | 87 |
|
|
2016
Q3 | $496K | Buy |
7,482
+806
| +12% | +$53.4K | 0.22% | 96 |
|
|
2016
Q2 | $435K | Buy |
6,676
+63
| +1% | +$4.11K | 0.21% | 103 |
|
|
2016
Q1 | $404K | Buy |
6,613
+1,286
| +24% | +$78.6K | 0.18% | 113 |
|
|
2015
Q4 | $301K | Buy |
5,327
+150
| +3% | +$8.48K | 0.15% | 125 |
|
|
2015
Q3 | $294K | Buy |
5,177
+259
| +5% | +$14.7K | 0.16% | 127 |
|
|
2015
Q2 | $296K | Buy |
+4,918
| New | +$296K | 0.17% | 113 |
|