BWA
Burt Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,677
| Closed | -$106K | – | 326 |
|
|
2020
Q4 | $106K | Hold |
3,677
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $105K | Buy |
3,677
+53
| +1% | +$1.51K | 0.04% | 123 |
|
|
2020
Q2 | $110K | Buy |
3,624
+14
| +0.4% | +$425 | 0.04% | 116 |
|
|
2020
Q1 | $105K | Sell |
3,610
-70
| -2% | -$2.04K | 0.05% | 109 |
|
|
2019
Q4 | $144K | Buy |
3,680
+70
| +2% | +$2.74K | 0.06% | 102 |
|
|
2019
Q3 | $137K | Sell |
3,610
-480
| -12% | -$18.2K | 0.06% | 103 |
|
|
2019
Q2 | $137K | Sell |
4,090
-1,486
| -27% | -$49.8K | 0.06% | 103 |
|
|
2019
Q1 | $175K | Sell |
5,576
-940
| -14% | -$29.5K | 0.08% | 90 |
|
|
2018
Q4 | $186K | Sell |
6,516
-4,016
| -38% | -$115K | 0.09% | 85 |
|
|
2018
Q3 | $354K | Buy |
10,532
+2,634
| +33% | +$88.5K | 0.16% | 52 |
|
|
2018
Q2 | $254K | Buy |
7,898
+1,692
| +27% | +$54.4K | 0.12% | 64 |
|
|
2018
Q1 | $221K | Sell |
6,206
-100
| -2% | -$3.56K | 0.11% | 66 |
|
|
2017
Q4 | $245K | Buy |
6,306
+1,400
| +29% | +$54.4K | 0.15% | 60 |
|
|
2017
Q3 | $192K | Sell |
4,906
-722
| -13% | -$28.3K | 0.13% | 68 |
|
|
2017
Q2 | $212K | Sell |
5,628
-2,178
| -28% | -$82K | 0.15% | 61 |
|
|
2017
Q1 | $324K | Sell |
7,806
-530
| -6% | -$22K | 0.23% | 46 |
|
|
2016
Q4 | $355K | Buy |
8,336
+2,635
| +46% | +$112K | 0.32% | 44 |
|
|
2016
Q3 | $231K | Sell |
5,701
-245
| -4% | -$9.93K | 0.25% | 54 |
|
|
2016
Q2 | $256K | Sell |
5,946
-1,107
| -16% | -$47.7K | 0.28% | 47 |
|
|
2016
Q1 | $276K | Buy |
7,053
+890
| +14% | +$34.8K | 0.25% | 46 |
|
|
2015
Q4 | $212K | Sell |
6,163
-266
| -4% | -$9.15K | 0.17% | 60 |
|
|
2015
Q3 | $209K | Buy |
6,429
+2,700
| +72% | +$87.8K | 0.26% | 51 |
|
|
2015
Q2 | $132K | Hold |
3,729
| – | – | 0.14% | 85 |
|
|
2015
Q1 | $122K | Sell |
3,729
-238
| -6% | -$7.79K | 0.12% | 78 |
|
|
2014
Q4 | $133K | Buy |
+3,967
| New | +$133K | 0.14% | 76 |
|