Sheets Smith Wealth Management’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-21,830
| Closed | -$546K | – | 263 |
|
2014
Q1 | $546K | Sell |
21,830
-1,998
| -8% | -$50K | 0.15% | 169 |
|
2013
Q4 | $619K | Buy |
23,828
+1,194
| +5% | +$31K | 0.17% | 158 |
|
2013
Q3 | $511K | Sell |
22,634
-9,900
| -30% | -$224K | 0.17% | 166 |
|
2013
Q2 | $679K | Buy |
+32,534
| New | +$679K | 0.23% | 118 |
|