Number of Shares
8,475
Previous 9,504 10.83%
Holding current value
$209,000
Previous $234,000 10.68%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
N/A
-1,029 Reduced 10.83%
8,475 $209,000
Q2 2024

Jul 31, 2024

SELL
N/A
-3,757 Reduced 28.33%
9,504 $234,000
Q1 2024

Apr 29, 2024

SELL
N/A
-9,301 Reduced 41.22%
13,261 $325,000
Q4 2023

Feb 06, 2024

SELL
N/A
-6,975 Reduced 23.61%
22,562 $559,000
Q3 2023

Oct 23, 2023

BUY
N/A
1,115 Added 3.92%
29,537 $727,000
Q2 2023

Aug 10, 2023

BUY
N/A
28,422 New
28,422 $708,000
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.