Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $322K | Buy |
+10,035
| New | +$322K | 0.05% | 130 |
|
|
2016
Q2 | – | Sell |
-12,980
| Closed | -$384K | – | 153 |
|
|
2016
Q1 | $384K | Buy |
+12,980
| New | +$384K | 0.06% | 115 |
|
|
2015
Q3 | – | Sell |
-53,622
| Closed | -$1.44M | – | 94 |
|
|
2015
Q2 | $1.44M | Buy |
+53,622
| New | +$1.44M | 0.35% | 54 |
|
|
2014
Q4 | – | Sell |
-7,891
| Closed | -$210K | – | 88 |
|
|
2014
Q3 | $210K | Hold |
7,891
| – | – | 0.06% | 75 |
|
|
2014
Q2 | $211K | Hold |
7,891
| – | – | 0.05% | 86 |
|
|
2014
Q1 | $209K | Sell |
7,891
-46,647
| -86% | -$1.24M | 0.06% | 74 |
|
|
2013
Q4 | $1.45M | Sell |
54,538
-1,952
| -3% | -$51.8K | 0.5% | 40 |
|
|
2013
Q3 | $1.44M | Buy |
56,490
+7,495
| +15% | +$191K | 0.5% | 39 |
|
|
2013
Q2 | $1.31M | Buy |
+48,995
| New | +$1.31M | 0.6% | 35 |
|