Capital Insight Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-58,335
| Closed | -$1.26M | – | 145 |
|
|
2020
Q3 | $1.26M | Buy |
58,335
+11,541
| +25% | +$248K | 0.35% | 100 |
|
|
2020
Q2 | $1.07M | Buy |
+46,794
| New | +$1.07M | 0.34% | 100 |
|
|
2020
Q1 | – | Sell |
-4,148
| Closed | -$122K | – | 98 |
|
|
2019
Q4 | $122K | Buy |
+4,148
| New | +$122K | 0.06% | 94 |
|
|
2018
Q4 | – | Sell |
-8,389
| Closed | -$213K | – | 78 |
|
|
2018
Q3 | $213K | Sell |
8,389
-224
| -3% | -$5.69K | 0.19% | 75 |
|
|
2018
Q2 | $209K | Buy |
8,613
+486
| +6% | +$11.8K | 0.17% | 70 |
|
|
2018
Q1 | $219K | Sell |
8,127
-2,036
| -20% | -$54.9K | 0.18% | 73 |
|
|
2017
Q4 | $298K | Sell |
10,163
-437
| -4% | -$12.8K | 0.23% | 71 |
|
|
2017
Q3 | $314K | Buy |
10,600
+2,181
| +26% | +$64.6K | 0.27% | 68 |
|
|
2017
Q2 | $240K | Sell |
8,419
-3,324
| -28% | -$94.8K | 0.21% | 69 |
|
|
2017
Q1 | $369K | Sell |
11,743
-320
| -3% | -$10.1K | 0.33% | 61 |
|
|
2016
Q4 | $387K | Sell |
12,063
-225
| -2% | -$7.22K | 0.38% | 59 |
|
|
2016
Q3 | $377K | Buy |
12,288
+2,350
| +24% | +$72.1K | 0.36% | 57 |
|
|
2016
Q2 | $324K | Buy |
9,938
+647
| +7% | +$21.1K | 0.31% | 52 |
|
|
2016
Q1 | $275K | Buy |
+9,291
| New | +$275K | 0.28% | 51 |
|
|
2015
Q4 | – | Sell |
-10,521
| Closed | -$259K | – | 57 |
|
|
2015
Q3 | $259K | Buy |
+10,521
| New | +$259K | 0.24% | 51 |
|