CWA
Clarus Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,886
| Closed | -$628K | – | 147 |
|
|
2020
Q1 | $628K | Sell |
22,886
-5,435
| -19% | -$149K | 0.63% | 41 |
|
|
2019
Q4 | $1.1M | Buy |
28,321
+4,884
| +21% | +$190K | 0.73% | 27 |
|
|
2019
Q3 | $887K | Sell |
23,437
-3,025
| -11% | -$114K | 0.65% | 31 |
|
|
2019
Q2 | $887K | Buy |
26,462
+3,609
| +16% | +$121K | 0.64% | 25 |
|
|
2019
Q1 | $717K | Buy |
22,853
+2,666
| +13% | +$83.6K | 0.54% | 26 |
|
|
2018
Q4 | $576K | Buy |
20,187
+795
| +4% | +$22.7K | 0.91% | 16 |
|
|
2018
Q3 | $651K | Buy |
19,392
+901
| +5% | +$30.2K | 0.43% | 27 |
|
|
2018
Q2 | $659K | Hold |
18,491
| – | – | 0.5% | 22 |
|
|
2018
Q1 | $659K | Buy |
18,491
+1,084
| +6% | +$38.6K | 0.61% | 22 |
|
|
2017
Q4 | $677K | Buy |
+17,407
| New | +$677K | 0.65% | 21 |
|