Number of Shares
51,802
Previous 28,017 84.89%
Holding current value
$1.56 Million
Previous $814,000 91.4%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
N/A
23,785 Added 84.89%
51,802 $1.56 Million
Q2 2024

Jul 31, 2024

BUY
N/A
1,293 Added 4.84%
28,017 $814,000
Q1 2024

Apr 29, 2024

SELL
N/A
-62,616 Reduced 70.09%
26,724 $751,000
Q4 2023

Feb 06, 2024

SELL
N/A
-4,070 Reduced 4.36%
89,340 $2.35 Million
Q3 2023

Oct 23, 2023

BUY
N/A
93,410 New
93,410 $2.26 Million
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.