Atlas Private Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,203
| Closed | -$210K | – | 341 |
|
|
2021
Q1 | $210K | Sell |
9,203
-3,503
| -28% | -$79.9K | 0.13% | 113 |
|
|
2020
Q4 | $276K | Sell |
12,706
-2,814
| -18% | -$61.1K | 0.2% | 102 |
|
|
2020
Q3 | $334K | Sell |
15,520
-21,222
| -58% | -$457K | 0.26% | 87 |
|
|
2020
Q2 | $839K | Sell |
36,742
-555
| -1% | -$12.7K | 0.68% | 43 |
|
|
2020
Q1 | $821K | Buy |
37,297
+42
| +0.1% | +$925 | 0.76% | 35 |
|
|
2019
Q4 | $1.1M | Buy |
+37,255
| New | +$1.1M | 0.84% | 34 |
|