Number of Shares
5,106
Holding current value
$327,000
% of portfolio
0.0%

Shares

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

May 09, 2025

BUY
N/A
5,106 New
5,106 $327,000
Q1 2024

Apr 29, 2024

SELL
N/A
-1,174 Reduced 26.6%
3,240 $214,000
Q4 2023

Feb 06, 2024

SELL
N/A
-576 Reduced 11.54%
4,414 $275,000
Q3 2023

Oct 23, 2023

BUY
N/A
4,990 New
4,990 $258,000
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.