Aspiriant Holdings S3’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.87M | Sell |
71,881
-7,100
| -9% | -$185K | 0.8% | 45 |
|
|
2015
Q3 | $1.94M | Buy |
78,981
+18,772
| +31% | +$462K | 0.9% | 43 |
|
|
2015
Q2 | $1.62M | Sell |
60,209
-7,719
| -11% | -$207K | 0.64% | 54 |
|
|
2015
Q1 | $1.68M | Buy |
67,928
+7,183
| +12% | +$177K | 0.67% | 51 |
|
|
2014
Q4 | $1.54M | Buy |
60,745
+788
| +1% | +$20K | 0.64% | 54 |
|
|
2014
Q3 | $1.6M | Buy |
59,957
+4,845
| +9% | +$129K | 0.64% | 51 |
|
|
2014
Q2 | $1.47M | Sell |
55,112
-6
| -0% | -$160 | 0.59% | 54 |
|
|
2014
Q1 | $1.46M | Buy |
55,118
+494
| +0.9% | +$13.1K | 0.61% | 50 |
|
|
2013
Q4 | $1.45M | Sell |
54,624
-2,602
| -5% | -$69.1K | 0.57% | 52 |
|
|
2013
Q3 | $1.46M | Buy |
57,226
+2,868
| +5% | +$73.3K | 0.62% | 51 |
|
|
2013
Q2 | $1.45M | Buy |
+54,358
| New | +$1.45M | 0.66% | 51 |
|