Alera Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $374K | Buy |
16,986
+660
| +4% | +$14.5K | 0.04% | 175 |
|
|
2024
Q2 | $312K | Buy |
+16,326
| New | +$312K | 0.04% | 188 |
|
|
2019
Q4 | – | Sell |
-9,934
| Closed | -$284K | – | 76 |
|
|
2019
Q3 | $284K | Buy |
9,934
+1,267
| +15% | +$36.2K | 0.14% | 57 |
|
|
2019
Q2 | $219K | Buy |
8,667
+91
| +1% | +$2.3K | 0.11% | 70 |
|
|
2019
Q1 | $203K | Sell |
8,576
-10,978
| -56% | -$260K | 0.1% | 73 |
|
|
2018
Q4 | $421K | Buy |
+19,554
| New | +$421K | 0.26% | 49 |
|