BFWA
Benchmark Financial Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,889
| Closed | -$282K | – | 68 |
|
|
2020
Q3 | $282K | Buy |
9,889
+3,253
| +49% | +$92.8K | 0.18% | 45 |
|
|
2020
Q2 | $201K | Buy |
+6,636
| New | +$201K | 0.15% | 52 |
|
|
2019
Q3 | – | Sell |
-15,411
| Closed | -$516K | – | 41 |
|
|
2019
Q2 | $516K | Buy |
15,411
+254
| +2% | +$8.51K | 0.5% | 21 |
|
|
2019
Q1 | $475K | Sell |
15,157
-227
| -1% | -$7.11K | 0.5% | 21 |
|
|
2018
Q4 | $439K | Sell |
15,384
-58
| -0.4% | -$1.66K | 0.54% | 20 |
|
|
2018
Q3 | $519K | Buy |
+15,442
| New | +$519K | 0.65% | 11 |
|