Arbor Trust Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,723
| Closed | -$418K | – | 102 |
|
|
2022
Q4 | $418K | Buy |
+22,723
| New | +$418K | 0.29% | 63 |
|
|
2022
Q2 | – | Sell |
-11,319
| Closed | -$202K | – | 106 |
|
|
2022
Q1 | $202K | Sell |
11,319
-1,619
| -13% | -$28.9K | 0.12% | 100 |
|
|
2021
Q4 | $240K | Sell |
12,938
-1,502
| -10% | -$27.9K | 0.14% | 95 |
|
|
2021
Q3 | $295K | Buy |
14,440
+1,502
| +12% | +$30.7K | 0.18% | 79 |
|
|
2021
Q2 | $281K | Hold |
12,938
| – | – | 0.18% | 80 |
|
|
2021
Q1 | $296K | Sell |
12,938
-662
| -5% | -$15.1K | 0.2% | 76 |
|
|
2020
Q4 | $295K | Hold |
13,600
| – | – | 0.21% | 67 |
|
|
2020
Q3 | $293K | Hold |
13,600
| – | – | 0.25% | 63 |
|
|
2020
Q2 | $311K | Sell |
13,600
-1,766
| -11% | -$40.4K | 0.28% | 66 |
|
|
2020
Q1 | $338K | Sell |
15,366
-187
| -1% | -$4.11K | 0.36% | 58 |
|
|
2019
Q4 | $459K | Buy |
+15,553
| New | +$459K | 0.39% | 56 |
|