BWM
Benchmark Wealth Management’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-7,943
| Closed | -$226K | – | 49 |
|
2020
Q3 | $226K | Hold |
7,943
| – | – | 0.18% | 42 |
|
2020
Q2 | $240K | Hold |
7,943
| – | – | 0.2% | 37 |
|
2020
Q1 | $232K | Buy |
7,943
+101
| +1% | +$2.95K | 0.23% | 33 |
|
2019
Q4 | $306K | Buy |
+7,842
| New | +$306K | 0.26% | 36 |
|