Summit Wealth & Retirement Planning’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,061
| Closed | -$490K | – | 83 |
|
|
2021
Q1 | $490K | Hold |
9,061
| – | – | 0.18% | 71 |
|
|
2020
Q4 | $475K | Sell |
9,061
-52
| -0.6% | -$2.73K | 0.18% | 84 |
|
|
2020
Q3 | $422K | Sell |
9,113
-745
| -8% | -$34.5K | 0.18% | 79 |
|
|
2020
Q2 | $384K | Hold |
9,858
| – | – | 0.18% | 85 |
|
|
2020
Q1 | $339K | Buy |
9,858
+798
| +9% | +$27.4K | 0.18% | 87 |
|
|
2019
Q4 | $407K | Sell |
9,060
-6
| -0.1% | -$270 | 0.18% | 93 |
|
|
2019
Q3 | $409K | Hold |
9,066
| – | – | 0.25% | 80 |
|
|
2019
Q2 | $383K | Hold |
9,066
| – | – | 0.22% | 92 |
|
|
2019
Q1 | $363K | Buy |
9,066
+216
| +2% | +$8.65K | 0.22% | 97 |
|
|
2018
Q4 | $301K | Buy |
+8,850
| New | +$301K | 0.23% | 91 |
|