AWA

ARS Wealth Advisors’s AT&T T Stock Holding History

ARS Wealth Advisors’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$915K	Buy	31,788 +5,599	+21%	+$161K	0.16%	56
2021 Q1	$793K	Sell	26,189 -693	-3%	-$21K	0.17%	51
2020 Q4	$773K	Sell	26,882 -2,403	-8%	-$69.1K	0.17%	49
2020 Q3	$835K	Sell	29,285 -1,699	-5%	-$48.4K	0.23%	43
2020 Q2	$937K	Sell	30,984 -3,202	-9%	-$96.8K	0.29%	37
2020 Q1	$997K	Sell	34,186 -8,121	-19%	-$237K	0.42%	32
2019 Q4	$1.65M	Buy	42,307 +4,196	+11%	+$164K	0.48%	34
2019 Q3	$1.44M	Buy	38,111 +517	+1%	+$19.6K	0.46%	36
2019 Q2	$1.26M	Buy	37,594 +4,706	+14%	+$158K	0.4%	37
2019 Q1	$1.03M	Buy	32,888 +1,892	+6%	+$59.3K	0.33%	43
2018 Q4	$885K	Buy	30,996 +2,005	+7%	+$57.2K	0.32%	46
2018 Q3	$974K	Buy	28,991 +1,825	+7%	+$61.3K	0.33%	47
2018 Q2	$872K	Sell	27,166 -2,386	-8%	-$76.6K	0.31%	49
2018 Q1	$1.05M	Buy	29,552 +3,566	+14%	+$127K	0.39%	42
2017 Q4	$1.01M	Sell	25,986 -5,891	-18%	-$229K	0.37%	46
2017 Q3	$1.25M	Buy	31,877 +7,192	+29%	+$282K	0.49%	41
2017 Q2	$931K	Sell	24,685 -1,284	-5%	-$48.4K	0.38%	48
2017 Q1	$1.08M	Buy	25,969 +3,793	+17%	+$158K	0.46%	35
2016 Q4	$943K	Buy	22,176 +2,956	+15%	+$126K	0.42%	35
2016 Q3	$781K	Buy	19,220 +1,242	+7%	+$50.5K	0.33%	35
2016 Q2	$777K	Buy	17,978 +3,047	+20%	+$132K	0.33%	35
2016 Q1	$585K	Buy	14,931 +2,752	+23%	+$108K	0.27%	38
2015 Q4	$419K	Sell	12,179 -1,037	-8%	-$35.7K	0.22%	49
2015 Q3	$431K	Sell	13,216 -6	-0%	-$196	0.22%	41
2015 Q2	$470K	Sell	13,222 -363	-3%	-$12.9K	0.21%	40
2015 Q1	$444K	Sell	13,585 -529	-4%	-$17.3K	0.19%	42
2014 Q4	$474K	Buy	14,114 +1,590	+13%	+$53.4K	0.21%	38
2014 Q3	$441K	Sell	12,524 -99	-0.8%	-$3.49K	0.21%	40
2014 Q2	$446K	Sell	12,623 -446	-3%	-$15.8K	0.22%	40
2014 Q1	$458K	Sell	13,069 -3,296	-20%	-$116K	0.27%	32
2013 Q4	$575K	Buy	+16,365	New	+$575K	0.35%	30