Abacus Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-11,987
| Closed | -$223K | – | 120 |
|
2021
Q4 | $223K | Sell |
11,987
-1,391
| -10% | -$25.8K | 0.08% | 107 |
|
2021
Q3 | $273K | Sell |
13,378
-3,739
| -22% | -$76.3K | 0.1% | 82 |
|
2021
Q2 | $372K | Sell |
17,117
-2,852
| -14% | -$62K | 0.15% | 58 |
|
2021
Q1 | $457K | Buy |
19,969
+1,818
| +10% | +$41.6K | 0.32% | 46 |
|
2020
Q4 | $394K | Buy |
+18,151
| New | +$394K | 0.34% | 45 |
|