MPS Loria Financial Planners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,164
| Closed | -$62K | – | 192 |
|
|
2021
Q1 | $62K | Sell |
1,164
-529
| -31% | -$28.2K | 0.03% | 147 |
|
|
2020
Q4 | $85K | Buy |
1,693
+1,383
| +446% | +$69.4K | 0.04% | 124 |
|
|
2020
Q3 | $14K | Buy |
310
+2
| +0.6% | +$90 | 0.01% | 218 |
|
|
2020
Q2 | $12K | Buy |
+308
| New | +$12K | 0.01% | 236 |
|
|
2017
Q3 | – | Sell |
-2,576
| Closed | -$107K | – | 132 |
|
|
2017
Q2 | $107K | Buy |
+2,576
| New | +$107K | 0.07% | 111 |
|