Access Financial Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,524
| Closed | -$424K | – | 118 |
|
|
2021
Q1 | $424K | Buy |
18,524
+37
| +0.2% | +$847 | 0.2% | 79 |
|
|
2020
Q4 | $402K | Buy |
18,487
+1,699
| +10% | +$36.9K | 0.2% | 73 |
|
|
2020
Q3 | $361K | Buy |
16,788
+2,690
| +19% | +$57.8K | 0.2% | 66 |
|
|
2020
Q2 | $322K | Sell |
14,098
-760
| -5% | -$17.4K | 0.21% | 65 |
|
|
2020
Q1 | $327K | Buy |
14,858
+724
| +5% | +$15.9K | 0.26% | 58 |
|
|
2019
Q4 | $417K | Buy |
14,134
+894
| +7% | +$26.4K | 0.24% | 65 |
|
|
2019
Q3 | $378K | Sell |
13,240
-58
| -0.4% | -$1.66K | 0.27% | 62 |
|
|
2019
Q2 | $337K | Sell |
13,298
-388
| -3% | -$9.83K | 0.26% | 66 |
|
|
2019
Q1 | $324K | Sell |
13,686
-15,051
| -52% | -$356K | 0.26% | 60 |
|
|
2018
Q4 | $619K | Buy |
28,737
+3,182
| +12% | +$68.5K | 0.55% | 45 |
|
|
2018
Q3 | $648K | Buy |
25,555
+2
| +0% | +$51 | 0.44% | 44 |
|
|
2018
Q2 | $620K | Buy |
25,553
+2
| +0% | +$49 | 0.44% | 46 |
|
|
2018
Q1 | $688K | Sell |
25,551
-794
| -3% | -$21.4K | 0.51% | 42 |
|
|
2017
Q4 | $774K | Sell |
26,345
-1,325
| -5% | -$38.9K | 0.53% | 43 |
|
|
2017
Q3 | $819K | Buy |
27,670
+1,014
| +4% | +$30K | 0.63% | 45 |
|
|
2017
Q2 | $760K | Buy |
26,656
+874
| +3% | +$24.9K | 0.62% | 44 |
|
|
2017
Q1 | $809K | Buy |
25,782
+265
| +1% | +$8.32K | 0.68% | 41 |
|
|
2016
Q4 | $820K | Buy |
+25,517
| New | +$820K | 0.75% | 38 |
|