BWM
Birchcreek Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,338
| Closed | -$268K | – | 121 |
|
|
2022
Q1 | $268K | Buy |
11,338
+1,875
| +20% | +$44.3K | 0.24% | 91 |
|
|
2021
Q4 | $233K | Sell |
9,463
-1,891
| -17% | -$46.6K | 0.2% | 106 |
|
|
2021
Q3 | $307K | Buy |
11,354
+195
| +2% | +$5.27K | 0.29% | 79 |
|
|
2021
Q2 | $321K | Buy |
11,159
+533
| +5% | +$15.3K | 0.31% | 75 |
|
|
2021
Q1 | $322K | Sell |
10,626
-617
| -5% | -$18.7K | 0.34% | 70 |
|
|
2020
Q4 | $323K | Buy |
+11,243
| New | +$323K | 0.32% | 71 |
|