Clear Perspectives Financial Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$36.8K | – | 232 |
|
|
2022
Q4 | $36.8K | Buy |
+2,000
| New | +$36.8K | 0.02% | 94 |
|
|
2022
Q2 | – | Sell |
-1,324
| Closed | -$24K | – | 227 |
|
|
2022
Q1 | $24K | Hold |
1,324
| – | – | 0.01% | 133 |
|
|
2021
Q4 | $25K | Hold |
1,324
| – | – | 0.01% | 137 |
|
|
2021
Q3 | $27K | Sell |
1,324
-291
| -18% | -$5.93K | 0.01% | 126 |
|
|
2021
Q2 | $35K | Buy |
1,615
+291
| +22% | +$6.31K | 0.02% | 116 |
|
|
2021
Q1 | $30K | Hold |
1,324
| – | – | 0.02% | 112 |
|
|
2020
Q4 | $29K | Buy |
+1,324
| New | +$29K | 0.02% | 107 |
|