Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $23K | Sell |
1,109
-525
| -32% | -$10.9K | ﹤0.01% | 234 |
|
|
2022
Q1 | $29K | Buy |
1,634
+166
| +11% | +$2.95K | ﹤0.01% | 229 |
|
|
2021
Q4 | $27K | Sell |
1,468
-795
| -35% | -$14.6K | ﹤0.01% | 238 |
|
|
2021
Q3 | $46.2K | Hold |
2,263
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $49.2K | Hold |
2,263
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $51.7K | Hold |
2,263
| – | – | 0.01% | 174 |
|
|
2020
Q4 | $49.2K | Sell |
2,263
-4,084
| -64% | -$88.7K | 0.01% | 163 |
|
|
2020
Q3 | $137K | Buy |
6,347
+2,461
| +63% | +$53K | 0.03% | 116 |
|
|
2020
Q2 | $88.7K | Buy |
3,886
+1,623
| +72% | +$37.1K | 0.02% | 132 |
|
|
2020
Q1 | $49.8K | Hold |
2,263
| – | – | 0.03% | 110 |
|
|
2019
Q4 | $66.8K | Hold |
2,263
| – | – | 0.03% | 107 |
|
|
2019
Q3 | $64.7K | Hold |
2,263
| – | – | 0.03% | 103 |
|
|
2019
Q2 | $57.3K | Hold |
2,263
| – | – | 0.03% | 111 |
|
|
2019
Q1 | $53.6K | Hold |
2,263
| – | – | 0.03% | 110 |
|
|
2018
Q4 | $48.8K | Hold |
2,263
| – | – | 0.03% | 107 |
|
|
2018
Q3 | $57.4K | Hold |
2,263
| – | – | 0.03% | 108 |
|
|
2018
Q2 | $54.9K | Buy |
2,263
+795
| +54% | +$19.3K | 0.03% | 102 |
|
|
2018
Q1 | $39.5K | Hold |
1,468
| – | – | 0.02% | 115 |
|
|
2017
Q4 | $43.1K | Sell |
1,468
-424
| -22% | -$12.5K | 0.03% | 109 |
|
|
2017
Q3 | $56K | Buy |
+1,892
| New | +$56K | 0.04% | 94 |
|