Aris Wealth Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $458K | Sell |
18,602
-4,894
| -21% | -$120K | 0.96% | 27 |
|
|
2015
Q2 | $630K | Sell |
23,496
-205
| -0.9% | -$5.5K | 0.58% | 70 |
|
|
2015
Q1 | $584K | Buy |
23,701
+4,502
| +23% | +$111K | 0.55% | 67 |
|
|
2014
Q4 | $487K | Sell |
19,199
-464
| -2% | -$11.8K | 0.54% | 71 |
|
|
2014
Q3 | $523K | Buy |
19,663
+543
| +3% | +$14.4K | 0.65% | 61 |
|
|
2014
Q2 | $511K | Buy |
19,120
+1,443
| +8% | +$38.6K | 0.67% | 57 |
|
|
2014
Q1 | $468K | Sell |
17,677
-2,796
| -14% | -$74K | 0.69% | 59 |
|
|
2013
Q4 | $544K | Sell |
20,473
-189
| -0.9% | -$5.02K | 0.92% | 32 |
|
|
2013
Q3 | $528K | Buy |
20,662
+3,005
| +17% | +$76.8K | 0.97% | 31 |
|
|
2013
Q2 | $472K | Buy |
+17,657
| New | +$472K | 1.01% | 26 |
|