AWMS
Advocacy Wealth Management Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39
| Closed | -$1K | – | 198 |
|
|
2022
Q1 | $1K | Sell |
39
-294
| -88% | -$7.54K | ﹤0.01% | 180 |
|
|
2021
Q4 | $8K | Hold |
333
| – | – | ﹤0.01% | 126 |
|
|
2021
Q3 | $9K | Sell |
333
-995
| -75% | -$26.9K | ﹤0.01% | 123 |
|
|
2021
Q2 | $38K | Buy |
1,328
+1,034
| +352% | +$29.6K | 0.01% | 75 |
|
|
2021
Q1 | $9K | Hold |
294
| – | – | ﹤0.01% | 121 |
|
|
2020
Q4 | $8K | Hold |
294
| – | – | ﹤0.01% | 120 |
|
|
2020
Q3 | $8K | Hold |
294
| – | – | ﹤0.01% | 117 |
|
|
2020
Q2 | $9K | Sell |
294
-200
| -40% | -$6.12K | ﹤0.01% | 114 |
|
|
2020
Q1 | $14K | Hold |
494
| – | – | ﹤0.01% | 90 |
|
|
2019
Q4 | $19K | Hold |
494
| – | – | 0.01% | 100 |
|
|
2019
Q3 | $19K | Sell |
494
-456
| -48% | -$17.5K | 0.01% | 98 |
|
|
2019
Q2 | $32K | Hold |
950
| – | – | 0.02% | 57 |
|
|
2019
Q1 | $30K | Sell |
950
-4,250
| -82% | -$134K | 0.03% | 52 |
|
|
2018
Q4 | $148K | Buy |
5,200
+500
| +11% | +$14.2K | 0.11% | 14 |
|
|
2018
Q3 | $158K | Hold |
4,700
| – | – | 0.1% | 17 |
|
|
2018
Q2 | $151K | Hold |
4,700
| – | – | 0.1% | 16 |
|
|
2018
Q1 | $168K | Hold |
4,700
| – | – | 0.12% | 15 |
|
|
2017
Q4 | $183K | Sell |
4,700
-675
| -13% | -$26.3K | 0.13% | 18 |
|
|
2017
Q3 | $211K | Buy |
5,375
+214
| +4% | +$8.4K | 0.08% | 22 |
|
|
2017
Q2 | $195K | Sell |
5,161
-1,000
| -16% | -$37.8K | 0.07% | 36 |
|
|
2017
Q1 | $256K | Sell |
6,161
-167
| -3% | -$6.94K | 0.09% | 32 |
|
|
2016
Q4 | $269K | Sell |
6,328
-457
| -7% | -$19.4K | 0.08% | 33 |
|
|
2016
Q3 | $276K | Sell |
6,785
-2,892
| -30% | -$118K | 0.11% | 45 |
|
|
2016
Q2 | $418K | Sell |
9,677
-5,337
| -36% | -$231K | 0.21% | 41 |
|
|
2016
Q1 | $588K | Sell |
15,014
-6,367
| -30% | -$249K | 0.41% | 41 |
|
|
2015
Q4 | $735K | Buy |
+21,381
| New | +$735K | 0.83% | 33 |
|
|
2013
Q3 | $472K | Hold |
13,935
| – | – | 1.29% | 21 |
|
|
2013
Q2 | $493K | Buy |
+13,935
| New | +$493K | 1.96% | 7 |
|