LPWM
Lake Point Wealth Management’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $28K | Hold |
723
| – | – | 0.02% | 98 |
|
2022
Q1 | $34K | Buy |
723
+1
| +0.1% | +$47 | 0.02% | 80 |
|
2021
Q4 | $36K | Hold |
722
| – | – | 0.02% | 84 |
|
2021
Q3 | $40K | Hold |
722
| – | – | 0.02% | 68 |
|
2021
Q2 | $41K | Buy |
+722
| New | +$41K | 0.02% | 71 |
|
2020
Q1 | $52K | Sell |
1,510
-116
| -7% | -$4K | 0.05% | 42 |
|
2019
Q4 | $73K | Buy |
+1,626
| New | +$73K | 0.02% | 94 |
|
2019
Q2 | $63K | Hold |
1,482
| – | – | 0.02% | 111 |
|
2019
Q1 | $63K | Sell |
1,482
-6,058
| -80% | -$258K | 0.02% | 111 |
|
2018
Q4 | $257K | Buy |
+7,540
| New | +$257K | 0.1% | 118 |
|