SWMG
Signature Wealth Management Group’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-49,139
| Closed | -$1.93M | – | 89 |
|
|
2022
Q2 | $1.93M | Buy |
49,139
+1,844
| +4% | +$72.4K | 0.94% | 47 |
|
|
2022
Q1 | $2.21M | Buy |
47,295
+14,698
| +45% | +$688K | 1% | 51 |
|
|
2021
Q4 | $1.64M | Buy |
32,597
+1,134
| +4% | +$57.1K | 0.83% | 55 |
|
|
2021
Q3 | $1.76M | Buy |
31,463
+3,714
| +13% | +$208K | 0.98% | 49 |
|
|
2021
Q2 | $1.58M | Buy |
27,749
+1,582
| +6% | +$90.2K | 0.88% | 51 |
|
|
2021
Q1 | $1.42M | Buy |
26,167
+2,479
| +10% | +$134K | 0.83% | 50 |
|
|
2020
Q4 | $1.24M | Buy |
23,688
+1,224
| +5% | +$64.1K | 0.78% | 48 |
|
|
2020
Q3 | $1.04M | Buy |
22,464
+297
| +1% | +$13.7K | 0.75% | 44 |
|
|
2020
Q2 | $864K | Buy |
22,167
+1,134
| +5% | +$44.2K | 0.66% | 45 |
|
|
2020
Q1 | $723K | Buy |
+21,033
| New | +$723K | 0.64% | 46 |
|
|
2018
Q4 | – | Sell |
-1,210
| Closed | -$44K | – | 115 |
|
|
2018
Q3 | $44K | Sell |
1,210
-15
| -1% | -$545 | 0.03% | 115 |
|
|
2018
Q2 | $40K | Hold |
1,225
| – | – | 0.03% | 113 |
|
|
2018
Q1 | $42K | Buy |
1,225
+15
| +1% | +$514 | 0.03% | 107 |
|
|
2017
Q4 | $48K | Buy |
+1,210
| New | +$48K | 0.04% | 102 |
|