LWS
Lucia Wealth Services’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $924K | Sell |
19,966
-428
| -2% | -$19.8K | 0.22% | 80 |
|
|
2020
Q2 | $795K | Sell |
20,394
-543
| -3% | -$21.2K | 0.21% | 79 |
|
|
2020
Q1 | $720K | Sell |
20,937
-24,660
| -54% | -$848K | 0.24% | 75 |
|
|
2019
Q4 | $2.05M | Buy |
45,597
+28,121
| +161% | +$1.26M | 0.63% | 32 |
|
|
2019
Q3 | $788K | Sell |
17,476
-468
| -3% | -$21.1K | 0.26% | 64 |
|
|
2019
Q2 | $759K | Sell |
17,944
-3,677
| -17% | -$156K | 0.26% | 65 |
|
|
2019
Q1 | $864K | Buy |
+21,621
| New | +$864K | 0.3% | 70 |
|