Ascension Capital 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
Q3 | – | Sell |
-18,451
| Closed | -$294K | – | 45 |
|
|
2023
Q2 | $294K | Hold |
18,451
| – | – | 0.19% | 32 |
|
|
2023
Q1 | $355K | Hold |
18,451
| – | – | 0.27% | 28 |
|
|
2022
Q4 | $340K | Hold |
18,451
| – | – | 0.33% | 28 |
|
|
2022
Q3 | $283K | Hold |
18,451
| – | – | 0.3% | 22 |
|
|
2022
Q2 | $387K | Sell |
18,451
-5,713
| -24% | -$120K | 0.38% | 22 |
|
|
2022
Q1 | $431K | Buy |
+24,164
| New | +$431K | 0.35% | 22 |
|