EWM
Elmwood Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-66
| Closed | -$3K | – | 141 |
|
|
2021
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 329 |
|
|
2021
Q2 | $3K | Buy |
58
+26
| +81% | +$1.35K | ﹤0.01% | 292 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 293 |
|
|
2020
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 214 |
|
|
2020
Q2 | $4K | Buy |
94
+22
| +31% | +$936 | ﹤0.01% | 214 |
|
|
2020
Q1 | $2.46K | Buy |
+72
| New | +$2.46K | ﹤0.01% | 250 |
|
|
2019
Q4 | – | Sell |
-32
| Closed | -$1K | – | 112 |
|
|
2019
Q3 | $1K | Sell |
32
-114
| -78% | -$3.56K | ﹤0.01% | 254 |
|
|
2019
Q2 | $6K | Buy |
146
+114
| +356% | +$4.69K | 0.01% | 214 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 267 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $1.13K | Sell |
32
-40
| -56% | -$1.42K | ﹤0.01% | 272 |
|
|
2018
Q2 | $2.36K | Hold |
72
| – | – | ﹤0.01% | 252 |
|
|
2018
Q1 | $2.46K | Buy |
+72
| New | +$2.46K | ﹤0.01% | 250 |
|