Number of Shares
12,373
Previous 20,760 40.4%
Holding current value
$175,000
Previous $284,000 38.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024

SELL
N/A
-8,387 Reduced 40.4%
12,373 $175,000
Q2 2024

Jul 31, 2024

BUY
N/A
4,560 Added 28.15%
20,760 $284,000
Q1 2024

Apr 29, 2024

BUY
N/A
1,077 Added 7.12%
16,200 $312,000
Q4 2023

Feb 06, 2024

SELL
N/A
-2,132 Reduced 12.36%
15,123 $265,000
Q3 2023

Oct 23, 2023

SELL
N/A
-3,390 Reduced 16.42%
17,255 $303,000
Q2 2023

Aug 10, 2023

SELL
N/A
-7,310 Reduced 26.15%
20,645 $304,000
Q1 2023

May 11, 2023

SELL
N/A
-1,962 Reduced 6.56%
27,955 $335,000
Q4 2022

Feb 07, 2023

SELL
N/A
-13,964 Reduced 31.82%
29,917 $327,000
Q3 2022

Nov 14, 2022

BUY
N/A
43,881 New
43,881 $548,000
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.