Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,163
| Closed | -$538K | – | 110 |
|
|
2024
Q2 | $538K | Buy |
28,163
+900
| +3% | +$17.2K | 0.47% | 52 |
|
|
2024
Q1 | $480K | Hold |
27,263
| – | – | 0.39% | 53 |
|
|
2023
Q4 | $457K | Sell |
27,263
-3,699
| -12% | -$62.1K | 0.55% | 45 |
|
|
2023
Q3 | $465K | Sell |
30,962
-4,700
| -13% | -$70.6K | 0.59% | 47 |
|
|
2023
Q2 | $569K | Sell |
35,662
-500
| -1% | -$7.98K | 0.66% | 37 |
|
|
2023
Q1 | $696K | Sell |
36,162
-4,954
| -12% | -$95.4K | 0.87% | 33 |
|
|
2022
Q4 | $757K | Hold |
41,116
| – | – | 0.85% | 31 |
|
|
2022
Q3 | $631K | Sell |
41,116
-1,211
| -3% | -$18.6K | 0.75% | 32 |
|
|
2022
Q2 | $887K | Sell |
42,327
-14,131
| -25% | -$296K | 0.9% | 31 |
|
|
2022
Q1 | $1.01M | Sell |
56,458
-2,988
| -5% | -$53.3K | 0.85% | 28 |
|
|
2021
Q4 | $1.11M | Buy |
+59,446
| New | +$1.11M | 0.92% | 27 |
|
|
2020
Q4 | $1.75M | Sell |
80,589
-3,556
| -4% | -$77.3K | 2.21% | 15 |
|
|
2020
Q3 | $1.81M | Sell |
84,145
-665
| -0.8% | -$14.3K | 2.63% | 14 |
|
|
2020
Q2 | $1.94M | Sell |
84,810
-2,191
| -3% | -$50K | 2.31% | 11 |
|
|
2020
Q1 | $1.92M | Sell |
87,001
-3,799
| -4% | -$83.6K | 2.77% | 11 |
|
|
2019
Q4 | $2.68M | Sell |
90,800
-7,892
| -8% | -$233K | 2.98% | 5 |
|
|
2019
Q3 | $2.82M | Sell |
98,692
-27,898
| -22% | -$797K | 3.34% | 5 |
|
|
2019
Q2 | $3.2M | Sell |
126,590
-79,219
| -38% | -$2.01M | 3.85% | 3 |
|
|
2019
Q1 | $4.88M | Sell |
205,809
-117,683
| -36% | -$2.79M | 4.12% | 3 |
|
|
2018
Q4 | $7.48M | Buy |
+323,492
| New | +$7.48M | 1.22% | 10 |
|