AWM
Aries Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,593
| Closed | -$223K | – | 204 |
|
|
2023
Q1 | $223K | Hold |
11,593
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $213K | Sell |
11,593
-307
| -3% | -$5.65K | 0.09% | 174 |
|
|
2022
Q3 | $217K | Sell |
11,900
-654
| -5% | -$11.9K | 0.1% | 167 |
|
|
2022
Q2 | $263K | Buy |
+12,554
| New | +$263K | 0.12% | 137 |
|
|
2022
Q1 | – | Sell |
-12,994
| Closed | -$320K | – | 201 |
|
|
2021
Q4 | $320K | Sell |
12,994
-1,288
| -9% | -$31.7K | 0.12% | 142 |
|
|
2021
Q3 | $386K | Sell |
14,282
-77
| -0.5% | -$2.08K | 0.16% | 126 |
|
|
2021
Q2 | $413K | Hold |
14,359
| – | – | 0.18% | 117 |
|
|
2021
Q1 | $427K | Sell |
14,359
-1,691
| -11% | -$50.3K | 0.19% | 106 |
|
|
2020
Q4 | $466K | Sell |
16,050
-2,074
| -11% | -$60.2K | 0.23% | 97 |
|
|
2020
Q3 | $517K | Sell |
18,124
-900
| -5% | -$25.7K | 0.29% | 81 |
|
|
2020
Q2 | $575K | Sell |
19,024
-1,564
| -8% | -$47.3K | 0.35% | 70 |
|
|
2020
Q1 | $592K | Sell |
20,588
-100
| -0.5% | -$2.88K | 0.45% | 59 |
|
|
2019
Q4 | $809K | Hold |
20,688
| – | – | 0.49% | 57 |
|
|
2019
Q3 | $777K | Sell |
20,688
-94
| -0.5% | -$3.53K | 0.52% | 53 |
|
|
2019
Q2 | $713K | Hold |
20,782
| – | – | 0.5% | 54 |
|
|
2019
Q1 | $652K | Buy |
20,782
+8,563
| +70% | +$269K | 0.49% | 56 |
|
|
2018
Q4 | $349K | Sell |
12,219
-1,083
| -8% | -$30.9K | 0.37% | 73 |
|
|
2018
Q3 | $447K | Hold |
13,302
| – | – | 0.4% | 68 |
|
|
2018
Q2 | $425K | Hold |
13,302
| – | – | 0.39% | 71 |
|
|
2018
Q1 | $476K | Sell |
13,302
-510
| -4% | -$18.3K | 0.46% | 66 |
|
|
2017
Q4 | $514K | Buy |
+13,812
| New | +$514K | 0.47% | 66 |
|