Triad Financial Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $240K | Buy |
5,412
+454
| +9% | +$20.1K | 0.08% | 88 |
|
|
2023
Q2 | $206K | Buy |
+4,958
| New | +$206K | 0.08% | 94 |
|
|
2022
Q3 | – | Sell |
-5,357
| Closed | -$210K | – | 102 |
|
|
2022
Q2 | $210K | Sell |
5,357
-511
| -9% | -$20K | 0.12% | 98 |
|
|
2022
Q1 | $275K | Sell |
5,868
-296
| -5% | -$13.9K | 0.15% | 86 |
|
|
2021
Q4 | $310K | Buy |
+6,164
| New | +$310K | 0.18% | 78 |
|