TIAM2
Tru Independence Asset Management 2’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,612
| Closed | -$216K | – | 74 |
|
|
2022
Q1 | $216K | Sell |
4,612
-131
| -3% | -$6.14K | 0.12% | 89 |
|
|
2021
Q4 | $239K | Sell |
4,743
-560
| -11% | -$28.2K | 0.13% | 114 |
|
|
2021
Q3 | $297K | Buy |
5,303
+171
| +3% | +$9.58K | 0.21% | 79 |
|
|
2021
Q2 | $293K | Buy |
5,132
+9
| +0.2% | +$514 | 0.2% | 93 |
|
|
2021
Q1 | $277K | Sell |
5,123
-100
| -2% | -$5.41K | 0.22% | 87 |
|
|
2020
Q4 | $274K | Buy |
+5,223
| New | +$274K | 0.23% | 81 |
|