Cabot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,969
| Closed | -$204K | – | 141 |
|
|
2020
Q2 | $204K | Buy |
+8,969
| New | +$204K | 0.04% | 131 |
|
|
2017
Q4 | – | Sell |
-9,604
| Closed | -$284K | – | 138 |
|
|
2017
Q3 | $284K | Buy |
+9,604
| New | +$284K | 0.06% | 113 |
|
|
2015
Q3 | – | Sell |
-7,911
| Closed | -$212K | – | 154 |
|
|
2015
Q2 | $212K | Buy |
+7,911
| New | +$212K | 0.05% | 142 |
|