CW
Cobiz Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,534
| Closed | -$371K | – | 137 |
|
|
2017
Q4 | $371K | Buy |
9,534
+916
| +11% | +$35.6K | 0.08% | 102 |
|
|
2017
Q3 | $338K | Sell |
8,618
-4,601
| -35% | -$180K | 0.07% | 106 |
|
|
2017
Q2 | $499K | Sell |
13,219
-625
| -5% | -$23.6K | 0.11% | 94 |
|
|
2017
Q1 | $575K | Sell |
13,844
-1,407
| -9% | -$58.4K | 0.13% | 95 |
|
|
2016
Q4 | $649K | Sell |
15,251
-173
| -1% | -$7.36K | 0.15% | 89 |
|
|
2016
Q3 | $626K | Sell |
15,424
-815
| -5% | -$33.1K | 0.15% | 90 |
|
|
2016
Q2 | $702K | Buy |
16,239
+976
| +6% | +$42.2K | 0.18% | 88 |
|
|
2016
Q1 | $598K | Sell |
15,263
-2,794
| -15% | -$109K | 0.15% | 95 |
|
|
2015
Q4 | $621K | Sell |
18,057
-2,353
| -12% | -$80.9K | 0.15% | 99 |
|
|
2015
Q3 | $665K | Buy |
20,410
+2,138
| +12% | +$69.7K | 0.16% | 93 |
|
|
2015
Q2 | $649K | Buy |
18,272
+700
| +4% | +$24.9K | 0.15% | 90 |
|
|
2015
Q1 | $574K | Sell |
17,572
-65
| -0.4% | -$2.12K | 0.13% | 90 |
|
|
2014
Q4 | $592K | Sell |
17,637
-1,933
| -10% | -$64.9K | 0.14% | 91 |
|
|
2014
Q3 | $690K | Buy |
19,570
+237
| +1% | +$8.36K | 0.16% | 89 |
|
|
2014
Q2 | $684K | Sell |
19,333
-571
| -3% | -$20.2K | 0.16% | 88 |
|
|
2014
Q1 | $698K | Sell |
19,904
-165,610
| -89% | -$5.81M | 0.17% | 85 |
|
|
2013
Q4 | $6.52M | Sell |
185,514
-4,156
| -2% | -$146K | 1.56% | 22 |
|
|
2013
Q3 | $6.42M | Sell |
189,670
-4,308
| -2% | -$146K | 1.63% | 19 |
|
|
2013
Q2 | $6.87M | Buy |
+193,978
| New | +$6.87M | 1.81% | 12 |
|