Peak Financial Advisors’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,184	Closed	-$403K	–	72
2023 Q4	$403K	Buy	9,184 +1,094	+14%	+$48K	0.27%	60
2023 Q3	$359K	Sell	8,090 -301	-4%	-$13.3K	0.39%	28
2023 Q2	$349K	Buy	+8,391	New	+$349K	0.27%	51