SWM
Selective Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,828
| Closed | -$83K | – | 219 |
|
|
2022
Q3 | $83K | Buy |
2,828
+88
| +3% | +$2.58K | 0.04% | 231 |
|
|
2022
Q2 | $108K | Hold |
2,740
| – | – | 0.04% | 209 |
|
|
2022
Q1 | $128K | Sell |
2,740
-290
| -10% | -$13.5K | 0.05% | 182 |
|
|
2021
Q4 | $152K | Hold |
3,030
| – | – | 0.06% | 149 |
|
|
2021
Q3 | $169K | Sell |
3,030
-1,940
| -39% | -$108K | 0.09% | 124 |
|
|
2021
Q2 | $283K | Sell |
4,970
-26
| -0.5% | -$1.48K | 0.23% | 50 |
|
|
2021
Q1 | $270K | Hold |
4,996
| – | – | 0.25% | 43 |
|
|
2020
Q4 | $262K | Buy |
4,996
+1,940
| +63% | +$102K | 0.17% | 46 |
|
|
2020
Q3 | $141K | Hold |
3,056
| – | – | 0.11% | 64 |
|
|
2020
Q2 | $119K | Buy |
3,056
+922
| +43% | +$35.9K | 0.1% | 69 |
|
|
2020
Q1 | $73K | Hold |
2,134
| – | – | 0.11% | 49 |
|
|
2019
Q4 | $96K | Hold |
2,134
| – | – | 0.12% | 50 |
|
|
2019
Q3 | $96K | Buy |
+2,134
| New | +$96K | 0.13% | 54 |
|
|
2018
Q3 | $76K | Buy |
+2,134
| New | +$76K | 0.91% | 26 |
|