Summit Wealth Group’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,926
| Closed | -$1K | – | 111 |
|
|
2023
Q1 | $1K | Buy |
+20,926
| New | +$1K | 0.02% | 110 |
|
|
2021
Q3 | – | Sell |
-854
| Closed | -$49K | – | 77 |
|
|
2021
Q2 | $49K | Buy |
854
+64
| +8% | +$3.67K | 0.07% | 55 |
|
|
2021
Q1 | $43K | Buy |
+790
| New | +$43K | 0.07% | 53 |
|