Asset Planning Services (Pennsylvania)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,404
| Closed | -$126K | – | 232 |
|
|
2019
Q3 | $126K | Hold |
4,404
| – | – | 0.05% | 89 |
|
|
2019
Q2 | $111K | Hold |
4,404
| – | – | 0.05% | 93 |
|
|
2019
Q1 | $104K | Hold |
4,404
| – | – | 0.05% | 96 |
|
|
2018
Q4 | $95K | Hold |
4,404
| – | – | 0.05% | 92 |
|
|
2018
Q3 | $103K | Sell |
4,404
-581
| -12% | -$13.6K | 0.05% | 93 |
|
|
2018
Q2 | $121K | Buy |
4,985
+8
| +0.2% | +$194 | 0.06% | 83 |
|
|
2018
Q1 | $134K | Buy |
4,977
+8
| +0.2% | +$215 | 0.07% | 78 |
|
|
2017
Q4 | $146K | Sell |
4,969
-1,092
| -18% | -$32.1K | 0.08% | 81 |
|
|
2017
Q3 | $179K | Buy |
6,061
+404
| +7% | +$11.9K | 0.1% | 76 |
|
|
2017
Q2 | $161K | Buy |
5,657
+137
| +2% | +$3.9K | 0.1% | 77 |
|
|
2017
Q1 | $173K | Buy |
5,520
+1,161
| +27% | +$36.4K | 0.12% | 73 |
|
|
2016
Q4 | $140K | Buy |
4,359
+6
| +0.1% | +$193 | 0.11% | 75 |
|
|
2016
Q3 | $134K | Sell |
4,353
-464
| -10% | -$14.3K | 0.11% | 74 |
|
|
2016
Q2 | $157K | Buy |
4,817
+464
| +11% | +$15.1K | 0.14% | 72 |
|
|
2016
Q1 | $129K | Hold |
4,353
| – | – | 0.12% | 86 |
|
|
2015
Q4 | $113K | Buy |
4,353
+5
| +0.1% | +$130 | 0.11% | 73 |
|
|
2015
Q3 | $107K | Buy |
4,348
+397
| +10% | +$9.77K | 0.11% | 71 |
|
|
2015
Q2 | $106K | Buy |
+3,951
| New | +$106K | 0.1% | 74 |
|