WFG Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $350K | Buy |
8,985
+1,048
| +13% | +$40.8K | 0.08% | 262 |
|
2017
Q1 | $298K | Sell |
7,937
-7,151
| -47% | -$268K | 0.08% | 261 |
|
2016
Q4 | $521K | Buy |
15,088
+2,750
| +22% | +$95K | 0.13% | 199 |
|
2016
Q3 | $409K | Buy |
12,338
+298
| +2% | +$9.88K | 0.1% | 207 |
|
2016
Q2 | $392K | Buy |
12,040
+2,280
| +23% | +$74.2K | 0.1% | 198 |
|
2016
Q1 | $298K | Buy |
9,760
+6,140
| +170% | +$187K | 0.09% | 234 |
|
2015
Q4 | $102K | Buy |
3,620
+82
| +2% | +$2.31K | 0.03% | 465 |
|
2015
Q3 | $101K | Buy |
3,538
+2
| +0.1% | +$57 | 0.03% | 467 |
|
2015
Q2 | $106K | Buy |
3,536
+1,050
| +42% | +$31.5K | 0.03% | 516 |
|
2015
Q1 | $70K | Sell |
2,486
-994
| -29% | -$28K | 0.02% | 641 |
|
2014
Q4 | $101K | Sell |
3,480
-2,234
| -39% | -$64.8K | 0.02% | 630 |
|
2014
Q3 | $154K | Sell |
5,714
-120
| -2% | -$3.23K | 0.03% | 515 |
|
2014
Q2 | $157K | Sell |
5,834
-166
| -3% | -$4.47K | 0.03% | 510 |
|
2014
Q1 | $150K | Sell |
6,000
-6,114
| -50% | -$153K | 0.03% | 499 |
|
2013
Q4 | $315K | Buy |
12,114
+3,778
| +45% | +$98.2K | 0.04% | 415 |
|
2013
Q3 | $188K | Sell |
8,336
-1,168
| -12% | -$26.3K | 0.03% | 505 |
|
2013
Q2 | $198K | Buy |
+9,504
| New | +$198K | 0.03% | 460 |
|