Brendel Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,501
| Closed | -$207K | – | 253 |
|
|
2021
Q2 | $207K | Hold |
9,501
| – | – | 0.11% | 109 |
|
|
2021
Q1 | $217K | Hold |
9,501
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $206K | Sell |
9,501
-19
| -0.2% | -$412 | 0.14% | 78 |
|
|
2020
Q3 | $205K | Sell |
9,520
-1,146
| -11% | -$24.7K | 0.16% | 76 |
|
|
2020
Q2 | $244K | Hold |
10,666
| – | – | 0.21% | 77 |
|
|
2020
Q1 | $235K | Sell |
10,666
-763
| -7% | -$16.8K | 0.28% | 68 |
|
|
2019
Q4 | $337K | Sell |
11,429
-1,130
| -9% | -$33.3K | 0.29% | 69 |
|
|
2019
Q3 | $359K | Buy |
12,559
+529
| +4% | +$15.1K | 0.32% | 67 |
|
|
2019
Q2 | $304K | Hold |
12,030
| – | – | 0.29% | 66 |
|
|
2019
Q1 | $285K | Hold |
12,030
| – | – | 0.26% | 70 |
|
|
2018
Q4 | $259K | Buy |
+12,030
| New | +$259K | 0.3% | 67 |
|