Advocacy Wealth Management Services’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-52	Closed	-$1K	–	198
2022 Q1	$1K	Sell	52 -389	-88%	-$7.2K	﹤0.01%	180
2021 Q4	$8K	Hold	441	–	–	﹤0.01%	126
2021 Q3	$9K	Sell	441 -1,317	-75%	-$27.7K	﹤0.01%	123
2021 Q2	$38K	Buy	1,758 +1,369	+352%	+$31.1K	0.01%	75
2021 Q1	$9K	Hold	389	–	–	﹤0.01%	121
2020 Q4	$8K	Hold	389	–	–	﹤0.01%	120
2020 Q3	$8K	Hold	389	–	–	﹤0.01%	117
2020 Q2	$9K	Sell	389 -265	-41%	-$6.04K	﹤0.01%	114
2020 Q1	$14K	Hold	654	–	–	﹤0.01%	90
2019 Q4	$19K	Hold	654	–	–	0.01%	100
2019 Q3	$19K	Sell	654 -604	-48%	-$16K	0.01%	98
2019 Q2	$32K	Hold	1,258	–	–	0.02%	57
2019 Q1	$30K	Sell	1,258 -5,627	-82%	-$129K	0.03%	52
2018 Q4	$148K	Buy	6,885 +662	+11%	+$15.4K	0.11%	14
2018 Q3	$158K	Hold	6,223	–	–	0.1%	17
2018 Q2	$151K	Hold	6,223	–	–	0.1%	16
2018 Q1	$168K	Hold	6,223	–	–	0.12%	15
2017 Q4	$183K	Sell	6,223 -894	-13%	-$24.4K	0.13%	18
2017 Q3	$211K	Buy	7,117 +284	+4%	+$8.06K	0.08%	22
2017 Q2	$195K	Sell	6,833 -1,324	-16%	-$39K	0.07%	36
2017 Q1	$256K	Sell	8,157 -221	-3%	-$6.96K	0.09%	32
2016 Q4	$269K	Sell	8,378 -605	-7%	-$17.9K	0.08%	33
2016 Q3	$276K	Sell	8,983 -3,829	-30%	-$121K	0.11%	45
2016 Q2	$418K	Sell	12,812 -7,067	-36%	-$210K	0.21%	41
2016 Q1	$588K	Sell	19,879 -8,429	-30%	-$233K	0.41%	41
2015 Q4	$735K	Buy	+28,308	New	+$718K	0.83%	33
2013 Q3	$472K	Hold	18,450	–	–	1.29%	21
2013 Q2	$493K	Buy	+18,450	New	+$513K	1.96%	7