Bell & Brown Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,028
| Closed | -$266K | – | 75 |
|
|
2021
Q3 | $266K | Buy |
+13,028
| New | +$266K | 0.14% | 65 |
|
|
2020
Q3 | $298K | Buy |
14,778
+46
| +0.3% | +$928 | 0.22% | 63 |
|
|
2020
Q2 | $332K | Buy |
14,732
+1
| +0% | +$23 | 0.26% | 62 |
|
|
2020
Q1 | $325K | Sell |
14,731
-1,959
| -12% | -$43.2K | 0.3% | 62 |
|
|
2019
Q4 | $478K | Sell |
16,690
-1,576
| -9% | -$45.1K | 0.36% | 65 |
|
|
2019
Q3 | $516K | Sell |
18,266
-352
| -2% | -$9.94K | 0.42% | 61 |
|
|
2019
Q2 | $471K | Buy |
18,618
+714
| +4% | +$18.1K | 0.42% | 61 |
|
|
2019
Q1 | $424K | Sell |
17,904
-13,991
| -44% | -$331K | 0.39% | 65 |
|
|
2018
Q4 | $688K | Sell |
31,895
-25,539
| -44% | -$551K | 0.74% | 53 |
|
|
2018
Q3 | $1.33M | Buy |
57,434
+3,423
| +6% | +$79.3K | 1.24% | 34 |
|
|
2018
Q2 | $1.31M | Buy |
54,011
+3,221
| +6% | +$78.1K | 1.29% | 35 |
|
|
2018
Q1 | $1.25M | Sell |
50,790
-118
| -0.2% | -$2.91K | 1.32% | 34 |
|
|
2017
Q4 | $1.5M | Buy |
+50,908
| New | +$1.5M | 1.55% | 24 |
|