Roth Financial Partners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,214
| Closed | -$126K | – | 26 |
|
|
2022
Q2 | $126K | Buy |
3,214
+1,232
| +62% | +$48.3K | 0.1% | 26 |
|
|
2022
Q1 | $93K | Buy |
1,982
+1,182
| +148% | +$55.5K | 0.07% | 32 |
|
|
2021
Q4 | $40K | Hold |
800
| – | – | 0.03% | 28 |
|
|
2021
Q3 | $45K | Hold |
800
| – | – | 0.03% | 26 |
|
|
2021
Q2 | $46K | Hold |
800
| – | – | 0.04% | 24 |
|
|
2021
Q1 | $43K | Hold |
800
| – | – | 0.04% | 23 |
|
|
2020
Q4 | $42K | Buy |
+800
| New | +$42K | 0.04% | 20 |
|