HWP
Hefty Wealth Partners’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $5K | Sell |
154
-11,247
| -99% | -$365K | ﹤0.01% | 208 |
|
|
2017
Q4 | $457K | Buy |
11,401
+11,075
| +3,397% | +$444K | 0.28% | 74 |
|
|
2017
Q3 | $13K | Buy |
326
+172
| +112% | +$6.86K | 0.01% | 174 |
|
|
2017
Q2 | $5K | Hold |
154
| – | – | ﹤0.01% | 192 |
|
|
2017
Q1 | $5K | Buy |
154
+77
| +100% | +$2.5K | ﹤0.01% | 193 |
|
|
2016
Q4 | $5K | Hold |
77
| – | – | ﹤0.01% | 188 |
|
|
2016
Q3 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 192 |
|