Bridgewater Wealth & Financial Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,763
| Closed | -$421K | – | 95 |
|
|
2017
Q2 | $421K | Buy |
14,763
+3,048
| +26% | +$86.9K | 0.14% | 69 |
|
|
2017
Q1 | $368K | Buy |
11,715
+947
| +9% | +$29.7K | 0.13% | 67 |
|
|
2016
Q4 | $346K | Sell |
10,768
-234
| -2% | -$7.52K | 0.13% | 74 |
|
|
2016
Q3 | $337K | Buy |
11,002
+90
| +0.8% | +$2.76K | 0.12% | 73 |
|
|
2016
Q2 | $356K | Sell |
10,912
-1,110
| -9% | -$36.2K | 0.13% | 73 |
|
|
2016
Q1 | $356K | Buy |
+12,022
| New | +$356K | 0.13% | 71 |
|