Adams Chetwood Wealth Management’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 |
-11,120
| Closed | -$207K | – | 81 |
|
|
2021
Q4 | $207K | Sell |
11,120
-562
| -5% | -$10.5K | 0.14% | 73 |
|
|
2021
Q3 | $238K | Sell |
11,682
-9,246
| -44% | -$188K | 0.17% | 72 |
|
|
2021
Q2 | $455K | Sell |
20,928
-13,897
| -40% | -$302K | 0.32% | 60 |
|
|
2021
Q1 | $796K | Sell |
34,825
-830
| -2% | -$19K | 0.61% | 36 |
|
|
2020
Q4 | $775K | Buy |
35,655
+1,669
| +5% | +$36.3K | 0.64% | 35 |
|
|
2020
Q3 | $732K | Sell |
33,986
-118
| -0.3% | -$2.54K | 0.7% | 32 |
|
|
2020
Q2 | $779K | Sell |
34,104
-422
| -1% | -$9.64K | 0.79% | 29 |
|
|
2020
Q1 | $777K | Sell |
34,526
-733
| -2% | -$16.5K | 0.91% | 25 |
|
|
2019
Q4 | $1.04M | Buy |
+35,259
| New | +$1.04M | 1.06% | 15 |
|