Capital Directions Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,276
| Closed | -$374K | – | 244 |
|
|
2022
Q2 | $374K | Buy |
4,276
+2,147
| +101% | +$188K | 0.12% | 46 |
|
|
2022
Q1 | $38K | Buy |
+2,129
| New | +$38K | 0.01% | 160 |
|
|
2021
Q4 | – | Sell |
-530
| Closed | -$11K | – | 202 |
|
|
2021
Q3 | $11K | Sell |
530
-703
| -57% | -$14.6K | ﹤0.01% | 234 |
|
|
2021
Q2 | $27K | Buy |
+1,233
| New | +$27K | 0.01% | 155 |
|
|
2021
Q1 | – | Sell |
-1,324
| Closed | -$29K | – | 330 |
|
|
2020
Q4 | $29K | Sell |
1,324
-662
| -33% | -$14.5K | 0.01% | 139 |
|
|
2020
Q3 | $43K | Buy |
1,986
+132
| +7% | +$2.86K | 0.02% | 116 |
|
|
2020
Q2 | $42K | Buy |
1,854
+1,192
| +180% | +$27K | 0.02% | 116 |
|
|
2020
Q1 | $15K | Sell |
662
-5,031
| -88% | -$114K | 0.01% | 184 |
|
|
2019
Q4 | $168K | Hold |
5,693
| – | – | 0.05% | 72 |
|
|
2019
Q3 | $163K | Buy |
+5,693
| New | +$163K | 0.05% | 67 |
|