Number of Shares
19,564
Previous 24,966 21.64%
Holding current value
$111,000
Previous $180,000 38.33%
% 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
-5,402 Reduced 21.64%
19,564 $111,000
Q2 2024

Jul 31, 2024

BUY
N/A
114 Added 0.46%
24,966 $180,000
Q1 2024

Apr 29, 2024

BUY
N/A
8,322 Added 50.34%
24,852 $234,000
Q4 2023

Feb 06, 2024

SELL
N/A
-421 Reduced 2.48%
16,530 $61,000
Q3 2023

Oct 23, 2023

BUY
N/A
16,951 New
16,951 $53,000
Q3 2022

Nov 14, 2022

BUY
N/A
12,491 New
12,491 $43,000
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.