JWM
Jackson Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32,643
| Closed | -$6K | – | 115 |
|
|
2021
Q3 | $6K | Buy |
32,643
+576
| +2% | +$106 | 0.07% | 77 |
|
|
2021
Q2 | $1.83M | Buy |
+32,067
| New | +$1.83M | 0.23% | 86 |
|
|
2017
Q4 | – | Sell |
-17,242
| Closed | -$650K | – | 92 |
|
|
2017
Q3 | $650K | Buy |
17,242
+3,902
| +29% | +$147K | 0.18% | 82 |
|
|
2017
Q2 | $538K | Buy |
+13,340
| New | +$538K | 0.17% | 68 |
|
|
2015
Q4 | – | Sell |
-2,855
| Closed | -$168K | – | 74 |
|
|
2015
Q3 | $168K | Buy |
+2,855
| New | +$168K | 0.06% | 98 |
|
|
2015
Q1 | – | Sell |
-3,775
| Closed | -$219K | – | 121 |
|
|
2014
Q4 | $219K | Buy |
+3,775
| New | +$219K | 0.07% | 109 |
|