LWMM
Legacy Wealth Management (Mississippi)’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,650
| Closed | -$265K | – | 85 |
|
|
2022
Q1 | $265K | Hold |
5,650
| – | – | 0.14% | 90 |
|
|
2021
Q4 | $284K | Sell |
5,650
-1,311
| -19% | -$66K | 0.15% | 93 |
|
|
2021
Q3 | $389K | Hold |
6,961
| – | – | 0.21% | 85 |
|
|
2021
Q2 | $397K | Buy |
6,961
+650
| +10% | +$37.1K | 0.22% | 81 |
|
|
2021
Q1 | $341K | Sell |
6,311
-228
| -3% | -$12.3K | 0.21% | 81 |
|
|
2020
Q4 | $343K | Sell |
6,539
-334
| -5% | -$17.5K | 0.22% | 80 |
|
|
2020
Q3 | $318K | Buy |
6,873
+152
| +2% | +$7.03K | 0.22% | 84 |
|
|
2020
Q2 | $262K | Buy |
6,721
+847
| +14% | +$33K | 0.2% | 90 |
|
|
2020
Q1 | $202K | Buy |
5,874
+581
| +11% | +$20K | 0.19% | 92 |
|
|
2019
Q4 | $238K | Buy |
+5,293
| New | +$238K | 0.21% | 93 |
|