Beacon Capital Management Inc (Ohio)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,239
| Closed | -$26K | – | 112 |
|
|
2022
Q2 | $26K | Buy |
+1,239
| New | +$24.7K | ﹤0.01% | 51 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 155 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 173 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 78 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 69 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 89 |
|
|
2018
Q2 | – | Sell |
-124
| Closed | -$3.11K | – | 99 |
|
|
2018
Q1 | $3K | Buy |
+124
| New | +$3.45K | ﹤0.01% | 67 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 196 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | +$31 | ﹤0.01% | 198 |
|
|
2016
Q4 | – | Sell |
-662
| Closed | -$20K | – | 107 |
|
|
2016
Q3 | $20K | Sell |
662
-1,329
| -67% | -$42K | ﹤0.01% | 63 |
|
|
2016
Q2 | $65K | Sell |
1,991
-154
| -7% | -$4.58K | ﹤0.01% | 50 |
|
|
2016
Q1 | $63K | Sell |
2,145
-1,622
| -43% | -$44.9K | ﹤0.01% | 59 |
|
|
2015
Q4 | $98K | Sell |
3,767
-209
| -5% | -$5.3K | 0.01% | 54 |
|
|
2015
Q3 | $98K | Buy |
3,976
+11
| +0.3% | +$280 | 0.01% | 54 |
|
|
2015
Q2 | $106K | Hold |
3,965
| – | – | 0.01% | 55 |
|
|
2015
Q1 | $98K | Buy |
3,965
+92
| +2% | +$2.34K | 0.01% | 63 |
|
|
2014
Q4 | $98K | Buy |
+3,873
| New | +$100K | 0.01% | 63 |
|
|
2014
Q3 | – | Sell |
-299
| Closed | -$8K | – | 223 |
|
|
2014
Q2 | $8K | Sell |
299
-25
| -8% | -$670 | ﹤0.01% | 158 |
|
|
2014
Q1 | $9K | Buy |
324
+25
| +8% | +$628 | ﹤0.01% | 151 |
|
|
2013
Q4 | $8K | Buy |
+299
| New | +$7.87K | ﹤0.01% | 154 |
|
Other funds holding T
