Number of Shares
30,087
Previous 62,891 52.16%
Holding current value
$1.01 Million
Previous $2.07 Million 50.99%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

SELL
N/A
-32,804 Reduced 52.16%
30,087 $1.01 Million
Q3 2024

Oct 18, 2024

SELL
N/A
-29,002 Reduced 31.56%
62,891 $2.07 Million
Q2 2024

Jul 31, 2024

BUY
N/A
4,461 Added 5.1%
91,893 $2.9 Million
Q1 2024

Apr 29, 2024

BUY
N/A
87,432 New
87,432 $2.67 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.