SWS
SYSTM Wealth Solutions’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,509
| Closed | -$2.41M | – | 194 |
|
|
2024
Q2 | $2.41M | Sell |
61,509
-67,854
| -52% | -$2.66M | 0.54% | 63 |
|
|
2024
Q1 | $5.61M | Buy |
129,363
+7,216
| +6% | +$313K | 0.71% | 33 |
|
|
2023
Q4 | $5.36M | Buy |
122,147
+4,947
| +4% | +$217K | 0.74% | 27 |
|
|
2023
Q3 | $5.2M | Sell |
117,200
-11,182
| -9% | -$496K | 0.8% | 25 |
|
|
2023
Q2 | $5.33M | Buy |
128,382
+15,205
| +13% | +$632K | 0.72% | 28 |
|
|
2023
Q1 | $4.29M | Buy |
113,177
+8,023
| +8% | +$304K | 0.66% | 31 |
|
|
2022
Q4 | $3.68M | Buy |
+105,154
| New | +$3.68M | 0.46% | 58 |
|