CPA
Clear Perspective Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $737K | Sell |
29,970
-5,035
| -14% | -$124K | 0.22% | 72 |
|
|
2021
Q3 | $945K | Buy |
35,005
+676
| +2% | +$18.2K | 0.32% | 61 |
|
|
2021
Q2 | $988K | Buy |
34,329
+95
| +0.3% | +$2.73K | 0.34% | 57 |
|
|
2021
Q1 | $1.04M | Buy |
34,234
+7,575
| +28% | +$229K | 0.41% | 51 |
|
|
2020
Q4 | $767K | Buy |
26,659
+7
| +0% | +$201 | 0.31% | 59 |
|
|
2020
Q3 | $386 | Sell |
26,652
-325
| -1% | -$5 | 0.18% | 91 |
|
|
2020
Q2 | $816K | Sell |
26,977
-3,976
| -13% | -$120K | 0.45% | 43 |
|
|
2020
Q1 | $902K | Buy |
30,953
+920
| +3% | +$26.8K | 0.6% | 33 |
|
|
2019
Q4 | $1.17M | Buy |
30,033
+600
| +2% | +$23.5K | 0.73% | 33 |
|
|
2019
Q3 | $1.11M | Buy |
29,433
+765
| +3% | +$29K | 0.51% | 45 |
|
|
2019
Q2 | $961K | Sell |
28,668
-688
| -2% | -$23.1K | 0.62% | 38 |
|
|
2019
Q1 | $945K | Buy |
29,356
+3,175
| +12% | +$102K | 0.67% | 39 |
|
|
2018
Q4 | $747K | Buy |
26,181
+2,639
| +11% | +$75.3K | 0.62% | 43 |
|
|
2018
Q3 | $791K | Sell |
23,542
-1,362
| -5% | -$45.8K | 0.59% | 50 |
|
|
2018
Q2 | $800K | Buy |
24,904
+8,861
| +55% | +$285K | 0.56% | 45 |
|
|
2018
Q1 | $572K | Buy |
16,043
+143
| +0.9% | +$5.1K | 0.43% | 67 |
|
|
2017
Q4 | $618K | Buy |
15,900
+2,675
| +20% | +$104K | 0.47% | 58 |
|
|
2017
Q3 | $518K | Sell |
13,225
-84
| -0.6% | -$3.29K | 0.42% | 65 |
|
|
2017
Q2 | $502K | Buy |
13,309
+971
| +8% | +$36.6K | 0.42% | 65 |
|
|
2017
Q1 | $513K | Sell |
12,338
-4,525
| -27% | -$188K | 0.34% | 64 |
|
|
2016
Q4 | $717K | Buy |
+16,863
| New | +$717K | 0.48% | 48 |
|