Altus 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
Q2 | – | Sell |
-11,972
| Closed | -$214K | – | 39 |
|
|
2022
Q1 | $214K | Hold |
11,972
| – | – | 0.15% | 35 |
|
|
2021
Q4 | $222K | Sell |
11,972
-1,614
| -12% | -$29.9K | 0.13% | 36 |
|
|
2021
Q3 | $277K | Buy |
13,586
+38
| +0.3% | +$775 | 0.18% | 27 |
|
|
2021
Q2 | $295K | Buy |
13,548
+27
| +0.2% | +$588 | 0.19% | 27 |
|
|
2021
Q1 | $309K | Buy |
13,521
+36
| +0.3% | +$823 | 0.22% | 26 |
|
|
2020
Q4 | $293K | Buy |
13,485
+1,941
| +17% | +$42.2K | 0.23% | 25 |
|
|
2020
Q3 | $249K | Hold |
11,544
| – | – | 0.23% | 27 |
|
|
2020
Q2 | $264K | Hold |
11,544
| – | – | 0.29% | 20 |
|
|
2020
Q1 | $254K | Sell |
11,544
-575
| -5% | -$12.7K | 0.36% | 19 |
|
|
2019
Q4 | $358K | Buy |
+12,119
| New | +$358K | 0.35% | 22 |
|