SFA
Source Financial Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $252K | Sell |
6,027
-180
| -3% | -$7.52K | 0.07% | 104 |
|
|
2024
Q2 | $243K | Sell |
6,207
-218
| -3% | -$8.54K | 0.07% | 101 |
|
|
2024
Q1 | $279K | Sell |
6,425
-153
| -2% | -$6.63K | 0.08% | 98 |
|
|
2023
Q4 | $288K | Sell |
6,578
-65
| -1% | -$2.85K | 0.09% | 106 |
|
|
2023
Q3 | $295K | Buy |
6,643
+81
| +1% | +$3.59K | 0.1% | 103 |
|
|
2023
Q2 | $273K | Buy |
6,562
+951
| +17% | +$39.5K | 0.09% | 115 |
|
|
2023
Q1 | $213K | Buy |
+5,611
| New | +$213K | 0.07% | 117 |
|
|
2021
Q4 | – | Sell |
-3,629
| Closed | -$203K | – | 108 |
|
|
2021
Q3 | $203K | Buy |
3,629
+9
| +0.2% | +$503 | 0.05% | 105 |
|
|
2021
Q2 | $207K | Buy |
+3,620
| New | +$207K | 0.05% | 104 |
|