Number of Shares
154,889
Previous 196,154 21.04%
Holding current value
$4.72 Million
Previous $5.79 Million 18.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

SELL
N/A
-41,265 Reduced 21.04%
154,889 $4.72 Million
Q2 2024

Jul 31, 2024

BUY
N/A
3,546 Added 1.84%
196,154 $5.79 Million
Q1 2024

Apr 29, 2024

BUY
N/A
119,267 Added 162.62%
192,608 $5.53 Million
Q4 2023

Feb 06, 2024

SELL
N/A
-47,222 Reduced 39.17%
73,341 $2.05 Million
Q3 2023

Oct 23, 2023

SELL
N/A
-8,773 Reduced 6.78%
120,563 $3.2 Million
Q2 2023

Aug 10, 2023

SELL
N/A
-4,235 Reduced 3.17%
129,336 $3.44 Million
Q1 2023

May 11, 2023

BUY
N/A
133,571 New
133,571 $3.41 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.