LGWM
Litman Gregory Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24
| Closed | -$1K | – | 89 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 185 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 185 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 199 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $1K | Sell |
24
-53
| -69% | -$2.21K | ﹤0.01% | 158 |
|
|
2019
Q4 | $3K | Sell |
77
-333
| -81% | -$13K | ﹤0.01% | 189 |
|
|
2019
Q3 | $18K | Sell |
410
-335
| -45% | -$14.7K | ﹤0.01% | 118 |
|
|
2019
Q2 | $31K | Buy |
+745
| New | +$31K | 0.01% | 113 |
|
|
2019
Q1 | – | Sell |
-872
| Closed | -$30K | – | 136 |
|
|
2018
Q4 | $30K | Buy |
+872
| New | +$30K | 0.01% | 85 |
|
|
2018
Q2 | – | Sell |
-1,800
| Closed | -$62K | – | 108 |
|
|
2018
Q1 | $62K | Buy |
+1,800
| New | +$62K | 0.03% | 80 |
|