Aevitas 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
Q4 | $910K | Buy |
+49,441
| New | +$910K | 0.54% | 44 |
|
|
2021
Q2 | – | Sell |
-8,873
| Closed | -$203K | – | 126 |
|
|
2021
Q1 | $203K | Buy |
+8,873
| New | +$203K | 0.14% | 115 |
|
|
2020
Q4 | – | Sell |
-10,021
| Closed | -$204K | – | 118 |
|
|
2020
Q3 | $204K | Buy |
10,021
+550
| +6% | +$11.2K | 0.17% | 106 |
|
|
2020
Q2 | $216K | Sell |
9,471
-3,266
| -26% | -$74.5K | 0.2% | 95 |
|
|
2020
Q1 | $280K | Buy |
12,737
+1,659
| +15% | +$36.5K | 0.31% | 82 |
|
|
2019
Q4 | $327K | Buy |
11,078
+1,415
| +15% | +$41.8K | 0.31% | 87 |
|
|
2019
Q3 | $276K | Buy |
9,663
+32
| +0.3% | +$914 | 0.28% | 93 |
|
|
2019
Q2 | $244K | Sell |
9,631
-5,343
| -36% | -$135K | 0.25% | 97 |
|
|
2019
Q1 | $354K | Buy |
14,974
+6,969
| +87% | +$165K | 0.32% | 81 |
|
|
2018
Q4 | $173K | Sell |
8,005
-9,063
| -53% | -$196K | 0.18% | 102 |
|
|
2018
Q3 | $433K | Buy |
17,068
+1,269
| +8% | +$32.2K | 0.39% | 66 |
|
|
2018
Q2 | $383K | Buy |
15,799
+1,873
| +13% | +$45.4K | 0.37% | 68 |
|
|
2018
Q1 | $375K | Buy |
13,926
+1,724
| +14% | +$46.4K | 0.37% | 67 |
|
|
2017
Q4 | $358K | Buy |
+12,202
| New | +$358K | 0.34% | 75 |
|