Bernicke Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-21,907
| Closed | -$590K | – | 51 |
|
|
2018
Q1 | $590K | Buy |
21,907
+3,725
| +20% | +$100K | 0.43% | 35 |
|
|
2017
Q4 | $534K | Buy |
18,182
+1,653
| +10% | +$48.5K | 0.4% | 43 |
|
|
2017
Q3 | $489K | Buy |
16,529
+2,790
| +20% | +$82.5K | 0.38% | 41 |
|
|
2017
Q2 | $392K | Buy |
13,739
+5,306
| +63% | +$151K | 0.31% | 46 |
|
|
2017
Q1 | $265K | Buy |
+8,433
| New | +$265K | 0.22% | 49 |
|