SHFA
SC&H Financial Advisors’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,715
| Closed | -$253K | – | 140 |
|
2023
Q3 | $253K | Buy |
5,715
+110
| +2% | +$4.88K | 0.08% | 116 |
|
2023
Q2 | $233K | Sell |
5,605
-291
| -5% | -$12.1K | 0.08% | 121 |
|
2023
Q1 | $224K | Buy |
+5,896
| New | +$224K | 0.08% | 123 |
|
2022
Q4 | – | Sell |
-7,474
| Closed | -$219K | – | 128 |
|
2022
Q3 | $219K | Sell |
7,474
-614
| -8% | -$18K | 0.11% | 122 |
|
2022
Q2 | $317K | Buy |
8,088
+1,237
| +18% | +$48.5K | 0.15% | 109 |
|
2022
Q1 | $321K | Sell |
6,851
-2,615
| -28% | -$123K | 0.15% | 118 |
|
2021
Q4 | $476K | Buy |
+9,466
| New | +$476K | 0.26% | 87 |
|