AWA
Alaska Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,593
| Closed | -$747K | – | 112 |
|
|
2022
Q4 | $747K | Buy |
40,593
+82
| +0.2% | +$1.51K | 0.13% | 35 |
|
|
2022
Q3 | $621K | Buy |
40,511
+708
| +2% | +$10.9K | 0.12% | 38 |
|
|
2022
Q2 | $834K | Buy |
+39,803
| New | +$834K | 0.17% | 33 |
|
|
2020
Q1 | – | Sell |
-8,171
| Closed | -$319K | – | 71 |
|
|
2019
Q4 | $319K | Buy |
+8,171
| New | +$319K | 0.05% | 52 |
|
|
2018
Q4 | – | Sell |
-7,192
| Closed | -$241K | – | 57 |
|
|
2018
Q3 | $241K | Hold |
7,192
| – | – | 0.07% | 44 |
|
|
2018
Q2 | $230K | Buy |
7,192
+506
| +8% | +$16.2K | 0.07% | 42 |
|
|
2018
Q1 | $238K | Buy |
+6,686
| New | +$238K | 0.08% | 43 |
|