Cerro Pacific Wealth Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-12,856
Closed -$262K 127
2021
Q3
$262K Sell
12,856
-20,380
-61% -$415K 0.19% 109
2021
Q2
$722K Buy
+33,236
New +$722K 0.54% 60
2020
Q4
$492K Buy
+22,667
New +$492K 0.29% 76