Colony Family Offices’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,535
| Closed | -$241K | – | 81 |
|
|
2023
Q1 | $241K | Hold |
12,535
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $231K | Sell |
12,535
-22,008
| -64% | -$405K | 0.1% | 63 |
|
|
2022
Q3 | $530K | Buy |
34,543
+24,308
| +237% | +$373K | 0.23% | 46 |
|
|
2022
Q2 | $215K | Buy |
+10,235
| New | +$215K | 0.1% | 60 |
|