Number of Shares
51,045
Previous 52,019 1.87%
Holding current value
$468,000
Previous $471,000 0.64%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
N/A
-974 Reduced 1.87%
51,045 $468,000
Q4 2024

Feb 10, 2025

BUY
N/A
15,024 Added 40.61%
52,019 $471,000
Q3 2024

Oct 18, 2024

BUY
N/A
18,823 Added 103.58%
36,995 $340,000
Q2 2024

Jul 31, 2024

BUY
N/A
18,172 New
18,172 $151,000
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.