CWA
Carolina Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-116,875
| Closed | -$2.88M | – | 304 |
|
|
2021
Q4 | $2.88M | Buy |
116,875
+497
| +0.4% | +$12.2K | 1.62% | 24 |
|
|
2021
Q3 | $3.14M | Buy |
116,378
+2,584
| +2% | +$69.8K | 2.08% | 23 |
|
|
2021
Q2 | $3.28M | Buy |
113,794
+4,854
| +4% | +$140K | 2.21% | 22 |
|
|
2021
Q1 | $3.3M | Sell |
108,940
-2,969
| -3% | -$89.9K | 2.41% | 19 |
|
|
2020
Q4 | $3.22M | Sell |
111,909
-1,388
| -1% | -$39.9K | 2.59% | 16 |
|
|
2020
Q3 | $3.23M | Buy |
113,297
+26,352
| +30% | +$751K | 2.84% | 13 |
|
|
2020
Q2 | $2.63M | Buy |
86,945
+1,747
| +2% | +$52.8K | 2.54% | 18 |
|
|
2020
Q1 | $2.48M | Buy |
85,198
+12,699
| +18% | +$370K | 2.87% | 17 |
|
|
2019
Q4 | $2.83M | Buy |
+72,499
| New | +$2.83M | 2.68% | 16 |
|