Number of Shares
86,536
Previous 57,455 50.62%
Holding current value
$2.49 Million
Previous $1.56 Million 59.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
N/A
29,081 Added 50.62%
86,536 $2.49 Million
Q2 2024

Jul 31, 2024

BUY
N/A
20,587 Added 55.84%
57,455 $1.56 Million
Q1 2024

Apr 29, 2024

BUY
N/A
16,176 Added 78.18%
36,868 $959,000
Q4 2023

Feb 06, 2024

BUY
N/A
1,166 Added 5.97%
20,692 $493,000
Q3 2023

Oct 23, 2023

BUY
N/A
3,172 Added 19.4%
19,526 $418,000
Q2 2023

Aug 10, 2023

BUY
N/A
3,129 Added 23.66%
16,354 $352,000
Q1 2023

May 11, 2023

BUY
N/A
13,225 New
13,225 $272,000
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.