Cascadia Advisory Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-27,153
| Closed | -$621K | – | 256 |
|
|
2021
Q1 | $621K | Buy |
+27,153
| New | +$621K | 0.14% | 148 |
|
|
2020
Q3 | $734K | Sell |
34,069
-58,328
| -63% | -$1.26M | 0.21% | 133 |
|
|
2020
Q2 | $2.11M | Buy |
+92,397
| New | +$2.11M | 0.65% | 46 |
|
|
2019
Q4 | $2.42M | Buy |
+81,993
| New | +$2.42M | 0.69% | 26 |
|