PWM
ParenteBeard Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $9.6K | Sell |
557
-9,040
| -94% | -$156K | 0.11% | 57 |
|
|
2014
Q3 | $516K | Hold |
9,597
| – | – | 0.22% | 60 |
|
|
2014
Q2 | $515K | Hold |
9,597
| – | – | 0.23% | 58 |
|
|
2014
Q1 | $480K | Sell |
9,597
-166
| -2% | -$8.31K | 0.24% | 59 |
|
|
2013
Q4 | $507K | Buy |
9,763
+166
| +2% | +$8.62K | 0.2% | 77 |
|
|
2013
Q3 | $433K | Hold |
9,597
| – | – | 0.21% | 59 |
|
|
2013
Q2 | $401K | Buy |
+9,597
| New | +$401K | 0.18% | 65 |
|