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 |
|