Clearview 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
2023
Q3
Sell
-5,105
Closed -$81.4K 576
2023
Q2
$81.4K Sell
5,105
-8,971
-64% -$143K 0.08% 161
2023
Q1
$271K Sell
14,076
-4,625
-25% -$89K 0.27% 101
2022
Q4
$344K Sell
18,701
-864
-4% -$15.9K 0.27% 78
2022
Q3
$300K Sell
19,565
-65
-0.3% -$997 0.24% 65
2022
Q2
$411K Sell
19,630
-5,382
-22% -$113K 0.31% 61
2022
Q1
$446K Sell
25,012
-300
-1% -$5.35K 0.29% 58
2021
Q4
$470K Sell
25,312
-143
-0.6% -$2.66K 0.29% 71
2021
Q3
$519K Buy
25,455
+4,492
+21% +$91.6K 0.33% 66
2021
Q2
$456K Buy
20,963
+269
+1% +$5.85K 0.28% 71
2021
Q1
$473K Buy
20,694
+1,499
+8% +$34.3K 0.31% 63
2020
Q4
$417K Buy
+19,195
New +$417K 0.28% 69