Burt Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,868
| Closed | -$106K | – | 326 |
|
|
2020
Q4 | $106K | Hold |
4,868
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $105K | Buy |
4,868
+70
| +1% | +$1.56K | 0.04% | 123 |
|
|
2020
Q2 | $110K | Buy |
4,798
+18
| +0.4% | +$410 | 0.04% | 116 |
|
|
2020
Q1 | $105K | Sell |
4,780
-92
| -2% | -$2.51K | 0.05% | 109 |
|
|
2019
Q4 | $144K | Buy |
4,872
+92
| +2% | +$2.66K | 0.06% | 102 |
|
|
2019
Q3 | $137K | Sell |
4,780
-635
| -12% | -$16.8K | 0.06% | 103 |
|
|
2019
Q2 | $137K | Sell |
5,415
-1,968
| -27% | -$47.2K | 0.06% | 103 |
|
|
2019
Q1 | $175K | Sell |
7,383
-1,244
| -14% | -$28.6K | 0.08% | 90 |
|
|
2018
Q4 | $186K | Sell |
8,627
-5,317
| -38% | -$124K | 0.09% | 85 |
|
|
2018
Q3 | $354K | Buy |
13,944
+3,487
| +33% | +$85.4K | 0.16% | 52 |
|
|
2018
Q2 | $254K | Buy |
10,457
+2,240
| +27% | +$56.2K | 0.12% | 64 |
|
|
2018
Q1 | $221K | Sell |
8,217
-132
| -2% | -$3.67K | 0.11% | 66 |
|
|
2017
Q4 | $245K | Buy |
8,349
+1,853
| +29% | +$50.6K | 0.15% | 60 |
|
|
2017
Q3 | $192K | Sell |
6,496
-955
| -13% | -$27.1K | 0.13% | 68 |
|
|
2017
Q2 | $212K | Sell |
7,451
-2,884
| -28% | -$85K | 0.15% | 61 |
|
|
2017
Q1 | $324K | Sell |
10,335
-702
| -6% | -$22.1K | 0.23% | 46 |
|
|
2016
Q4 | $355K | Buy |
11,037
+3,489
| +46% | +$103K | 0.32% | 44 |
|
|
2016
Q3 | $231K | Sell |
7,548
-325
| -4% | -$10.3K | 0.25% | 54 |
|
|
2016
Q2 | $256K | Sell |
7,873
-1,465
| -16% | -$43.6K | 0.28% | 47 |
|
|
2016
Q1 | $276K | Buy |
9,338
+1,178
| +14% | +$32.6K | 0.25% | 46 |
|
|
2015
Q4 | $212K | Sell |
8,160
-352
| -4% | -$8.93K | 0.17% | 60 |
|
|
2015
Q3 | $209K | Buy |
8,512
+3,575
| +72% | +$91.2K | 0.26% | 51 |
|
|
2015
Q2 | $132K | Hold |
4,937
| – | – | 0.14% | 85 |
|
|
2015
Q1 | $122K | Sell |
4,937
-315
| -6% | -$8.01K | 0.12% | 78 |
|
|
2014
Q4 | $133K | Buy |
+5,252
| New | +$136K | 0.14% | 76 |
|
Other funds holding T
