SWM
SVA Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.14M | Buy |
21,687
+1,254
| +6% | +$65.7K | 0.1% | 126 |
|
|
2020
Q3 | $945K | Buy |
20,433
+13,905
| +213% | +$643K | 0.09% | 121 |
|
|
2020
Q2 | $254K | Sell |
6,528
-1,065
| -14% | -$41.4K | 0.03% | 179 |
|
|
2020
Q1 | $261K | Sell |
7,593
-1,365
| -15% | -$46.9K | 0.03% | 172 |
|
|
2019
Q4 | $403K | Sell |
8,958
-317
| -3% | -$14.3K | 0.04% | 163 |
|
|
2019
Q3 | $418K | Buy |
9,275
+287
| +3% | +$12.9K | 0.04% | 158 |
|
|
2019
Q2 | $380K | Buy |
8,988
+714
| +9% | +$30.2K | 0.04% | 166 |
|
|
2019
Q1 | $331K | Buy |
8,274
+104
| +1% | +$4.16K | 0.03% | 177 |
|
|
2018
Q4 | $278K | Buy |
8,170
+165
| +2% | +$5.61K | 0.03% | 181 |
|
|
2018
Q3 | $283K | Sell |
8,005
-168
| -2% | -$5.94K | 0.03% | 188 |
|
|
2018
Q2 | $268K | Sell |
8,173
-455
| -5% | -$14.9K | 0.03% | 188 |
|
|
2018
Q1 | $332K | Buy |
8,628
+491
| +6% | +$18.9K | 0.04% | 170 |
|
|
2017
Q4 | $326K | Sell |
8,137
-491
| -6% | -$19.7K | 0.04% | 171 |
|
|
2017
Q3 | $332K | Buy |
8,628
+1,049
| +14% | +$40.4K | 0.04% | 170 |
|
|
2017
Q2 | $295K | Buy |
7,579
+1
| +0% | +$39 | 0.04% | 166 |
|
|
2017
Q1 | $285K | Buy |
7,578
+3,847
| +103% | +$145K | 0.04% | 166 |
|
|
2016
Q4 | $258K | Sell |
3,731
-264
| -7% | -$18.3K | 0.04% | 176 |
|
|
2016
Q3 | $265K | Sell |
3,995
-561
| -12% | -$37.2K | 0.04% | 172 |
|
|
2016
Q2 | $297K | Buy |
4,556
+697
| +18% | +$45.4K | 0.05% | 168 |
|
|
2016
Q1 | $236K | Buy |
3,859
+121
| +3% | +$7.4K | 0.04% | 186 |
|
|
2015
Q4 | $211K | Buy |
+3,738
| New | +$211K | 0.04% | 203 |
|