CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,078
| Closed | -$219K | – | 112 |
|
|
2021
Q2 | $219K | Buy |
+10,078
| New | +$219K | 0.17% | 72 |
|
|
2020
Q1 | – | Sell |
-7,248
| Closed | -$214K | – | 93 |
|
|
2019
Q4 | $214K | Buy |
7,248
+226
| +3% | +$6.67K | 0.14% | 94 |
|
|
2019
Q3 | $201K | Buy |
+7,022
| New | +$201K | 0.14% | 83 |
|