Berman Capital 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
Q3 | $646K | Sell |
31,722
-10,621
| -25% | -$216K | 0.1% | 106 |
|
|
2021
Q2 | $919K | Buy |
42,343
+10,501
| +33% | +$228K | 0.15% | 70 |
|
|
2021
Q1 | $727K | Buy |
31,842
+8,042
| +34% | +$184K | 0.15% | 69 |
|
|
2020
Q4 | $515K | Sell |
23,800
-7,092
| -23% | -$153K | 0.12% | 85 |
|
|
2020
Q3 | $664K | Buy |
30,892
+14,036
| +83% | +$302K | 0.19% | 59 |
|
|
2020
Q2 | $384K | Sell |
16,856
-2,052
| -11% | -$46.7K | 0.1% | 82 |
|
|
2020
Q1 | $415K | Sell |
18,908
-8,170
| -30% | -$179K | 0.13% | 70 |
|
|
2019
Q4 | $797K | Buy |
27,078
+2,164
| +9% | +$63.7K | 0.23% | 48 |
|
|
2019
Q3 | $710K | Sell |
24,914
-2,150
| -8% | -$61.3K | 0.22% | 51 |
|
|
2019
Q2 | $678K | Buy |
27,064
+2,044
| +8% | +$51.2K | 0.22% | 53 |
|
|
2019
Q1 | $591K | Buy |
25,020
+17,208
| +220% | +$406K | 0.2% | 55 |
|
|
2018
Q4 | $168K | Sell |
7,812
-4,749
| -38% | -$102K | 0.07% | 116 |
|
|
2018
Q3 | $318K | Buy |
12,561
+1,496
| +14% | +$37.9K | 0.13% | 74 |
|
|
2018
Q2 | $269K | Buy |
11,065
+427
| +4% | +$10.4K | 0.09% | 92 |
|
|
2018
Q1 | $287K | Buy |
+10,638
| New | +$287K | 0.11% | 82 |
|