APSI
Asset Planning Services Inc’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-133,585
| Closed | -$3.81M | – | 41 |
|
|
2020
Q3 | $3.81M | Sell |
133,585
-1,150
| -0.9% | -$32.8K | 2.61% | 23 |
|
|
2020
Q2 | $4.07M | Sell |
134,735
-10
| -0% | -$302 | 2.94% | 17 |
|
|
2020
Q1 | $3.93M | Buy |
134,745
+725
| +0.5% | +$21.1K | 3.24% | 18 |
|
|
2019
Q4 | $5.24M | Buy |
134,020
+2,450
| +2% | +$95.8K | 3.34% | 11 |
|
|
2019
Q3 | $4.98M | Buy |
131,570
+775
| +0.6% | +$29.3K | 3.23% | 14 |
|
|
2019
Q2 | $4.38M | Buy |
130,795
+5,200
| +4% | +$174K | 2.85% | 20 |
|
|
2019
Q1 | $3.94M | Buy |
125,595
+2,400
| +2% | +$75.3K | 2.7% | 23 |
|
|
2018
Q4 | $3.52M | Buy |
123,195
+2,850
| +2% | +$81.3K | 2.67% | 21 |
|
|
2018
Q3 | $4.04M | Buy |
120,345
+5,150
| +4% | +$173K | 2.77% | 21 |
|
|
2018
Q2 | $3.7M | Buy |
115,195
+1,030
| +0.9% | +$33.1K | 2.66% | 24 |
|
|
2018
Q1 | $4.07M | Buy |
114,165
+1,500
| +1% | +$53.5K | 3.01% | 19 |
|
|
2017
Q4 | $4.38M | Buy |
112,665
+1,200
| +1% | +$46.7K | 3.09% | 16 |
|
|
2017
Q3 | $4.37M | Buy |
111,465
+6,850
| +7% | +$268K | 3.53% | 13 |
|
|
2017
Q2 | $3.95M | Buy |
104,615
+3,400
| +3% | +$128K | 3.32% | 16 |
|
|
2017
Q1 | $4.21M | Sell |
101,215
-60
| -0.1% | -$2.49K | 3.57% | 9 |
|
|
2016
Q4 | $4.31M | Buy |
+101,275
| New | +$4.31M | 4.04% | 4 |
|