Bernardo Wealth Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,739
| Closed | -$711K | – | 144 |
|
|
2020
Q4 | $711K | Sell |
32,739
-10,053
| -23% | -$218K | 0.27% | 76 |
|
|
2020
Q3 | $921K | Buy |
42,792
+9,268
| +28% | +$199K | 0.41% | 49 |
|
|
2020
Q2 | $765K | Buy |
33,524
+4,232
| +14% | +$96.6K | 0.41% | 48 |
|
|
2020
Q1 | $644K | Sell |
29,292
-601
| -2% | -$13.2K | 0.45% | 59 |
|
|
2019
Q4 | $882K | Sell |
29,893
-221
| -0.7% | -$6.52K | 0.54% | 44 |
|
|
2019
Q3 | $860K | Buy |
30,114
+1,249
| +4% | +$35.7K | 0.62% | 39 |
|
|
2019
Q2 | $731K | Buy |
28,865
+584
| +2% | +$14.8K | 0.57% | 43 |
|
|
2019
Q1 | $670K | Buy |
28,281
+1,671
| +6% | +$39.6K | 0.53% | 45 |
|
|
2018
Q4 | $574K | Buy |
+26,610
| New | +$574K | 0.51% | 47 |
|