Aviso 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
2024 Q3	–	Sell	-12,404	Closed	-$237K	–	160
2024 Q2	$237K	Sell	12,404 -1,865	-13%	-$35.6K	0.14%	135
2024 Q1	$251K	Sell	14,269 -1,696	-11%	-$29.9K	0.16%	125
2023 Q4	$268K	Buy	+15,965	New	+$268K	0.19%	115