BBPWM
T
Blue Bell Private Wealth Management’s A T & T CORP (NEW) T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,443
| Closed | -$140K | – | 425 |
|
|
2016
Q3 | $140K | Buy |
3,443
+856
| +33% | +$34.8K | 0.08% | 114 |
|
|
2016
Q2 | $112K | Sell |
2,587
-2,306
| -47% | -$99.8K | 0.07% | 125 |
|
|
2016
Q1 | $192K | Buy |
4,893
+3,006
| +159% | +$118K | 0.13% | 95 |
|
|
2015
Q4 | $65K | Sell |
1,887
-580
| -24% | -$20K | 0.04% | 187 |
|
|
2015
Q3 | $80K | Buy |
2,467
+206
| +9% | +$6.68K | 0.06% | 163 |
|
|
2015
Q2 | $80K | Sell |
2,261
-366
| -14% | -$13K | 0.05% | 163 |
|
|
2015
Q1 | $85K | Sell |
2,627
-200
| -7% | -$6.47K | 0.05% | 161 |
|
|
2014
Q4 | $94K | Hold |
2,827
| – | – | 0.05% | 163 |
|
|
2014
Q3 | $100K | Buy |
2,827
+314
| +12% | +$11.1K | 0.06% | 158 |
|
|
2014
Q2 | $89K | Hold |
2,513
| – | – | 0.05% | 170 |
|
|
2014
Q1 | $88K | Hold |
2,513
| – | – | 0.06% | 146 |
|
|
2013
Q4 | $88K | Buy |
+2,513
| New | +$88K | 0.07% | 140 |
|