BFA
Benedict Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,311
| Closed | -$377K | – | 125 |
|
|
2021
Q4 | $377K | Sell |
15,311
-35,776
| -70% | -$881K | 0.1% | 110 |
|
|
2021
Q3 | $1.38M | Sell |
51,087
-14,421
| -22% | -$390K | 0.39% | 82 |
|
|
2021
Q2 | $1.89M | Sell |
65,508
-12,805
| -16% | -$368K | 0.52% | 69 |
|
|
2021
Q1 | $2.37M | Sell |
78,313
-2,168
| -3% | -$65.6K | 0.68% | 56 |
|
|
2020
Q4 | $2.32M | Sell |
80,481
-1,441
| -2% | -$41.5K | 0.83% | 45 |
|
|
2020
Q3 | $2.34M | Buy |
81,922
+112
| +0.1% | +$3.19K | 0.9% | 41 |
|
|
2020
Q2 | $2.47M | Sell |
81,810
-455
| -0.6% | -$13.8K | 1.02% | 38 |
|
|
2020
Q1 | $2.4M | Buy |
82,265
+344
| +0.4% | +$10K | 1.13% | 34 |
|
|
2019
Q4 | $3.2M | Sell |
81,921
-2,607
| -3% | -$102K | 1.25% | 30 |
|
|
2019
Q3 | $3.2M | Sell |
84,528
-13,310
| -14% | -$504K | 1.31% | 30 |
|
|
2019
Q2 | $3.28M | Buy |
97,838
+730
| +0.8% | +$24.5K | 1.37% | 28 |
|
|
2019
Q1 | $3.05M | Buy |
97,108
+12,057
| +14% | +$378K | 1.32% | 27 |
|
|
2018
Q4 | $2.43M | Buy |
85,051
+756
| +0.9% | +$21.6K | 1.2% | 34 |
|
|
2018
Q3 | $2.83M | Buy |
84,295
+1,695
| +2% | +$56.9K | 1.27% | 29 |
|
|
2018
Q2 | $2.65M | Buy |
82,600
+3,464
| +4% | +$111K | 1.31% | 29 |
|
|
2018
Q1 | $2.82M | Buy |
79,136
+1,809
| +2% | +$64.5K | 1.42% | 27 |
|
|
2017
Q4 | $3.01M | Buy |
77,327
+1,932
| +3% | +$75.1K | 1.45% | 26 |
|
|
2017
Q3 | $2.95M | Buy |
75,395
+808
| +1% | +$31.6K | 1.52% | 23 |
|
|
2017
Q2 | $2.72M | Buy |
74,587
+3,032
| +4% | +$111K | 1.42% | 26 |
|
|
2017
Q1 | $2.97M | Buy |
71,555
+2,259
| +3% | +$93.9K | 1.62% | 22 |
|
|
2016
Q4 | $2.95M | Buy |
69,296
+552
| +0.8% | +$23.5K | 1.7% | 22 |
|
|
2016
Q3 | $2.8M | Buy |
68,744
+3,227
| +5% | +$132K | 1.64% | 24 |
|
|
2016
Q2 | $2.85M | Buy |
65,517
+498
| +0.8% | +$21.6K | 1.67% | 23 |
|
|
2016
Q1 | $2.55M | Buy |
65,019
+2,129
| +3% | +$83.4K | 1.55% | 26 |
|
|
2015
Q4 | $2.16M | Buy |
62,890
+474
| +0.8% | +$16.3K | 1.37% | 28 |
|
|
2015
Q3 | $2.03M | Buy |
62,416
+1,159
| +2% | +$37.8K | 1.41% | 27 |
|
|
2015
Q2 | $2.08M | Sell |
61,257
-5,447
| -8% | -$185K | 1.35% | 28 |
|
|
2015
Q1 | $2.19M | Buy |
66,704
+5,850
| +10% | +$192K | 1.41% | 28 |
|
|
2014
Q4 | $2.12M | Buy |
+60,854
| New | +$2.12M | 1.39% | 29 |
|