Kelleher Financial Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,258
| Closed | -$402K | – | 125 |
|
|
2022
Q2 | $402K | Buy |
10,258
+213
| +2% | +$8.35K | 0.18% | 86 |
|
|
2022
Q1 | $470K | Buy |
10,045
+3
| +0% | +$140 | 0.26% | 71 |
|
|
2021
Q4 | $505K | Sell |
10,042
-575
| -5% | -$28.9K | 0.27% | 69 |
|
|
2021
Q3 | $593K | Buy |
10,617
+580
| +6% | +$32.4K | 0.26% | 87 |
|
|
2021
Q2 | $572K | Buy |
+10,037
| New | +$572K | 0.32% | 63 |
|