Compass Financial 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
Q2 | – | Sell |
-47,268
| Closed | -$910K | – | 100 |
|
|
2023
Q1 | $910K | Buy |
47,268
+1,056
| +2% | +$20.3K | 1.15% | 27 |
|
|
2022
Q4 | $851K | Buy |
46,212
+19,944
| +76% | +$367K | 1.15% | 24 |
|
|
2022
Q3 | $403K | Sell |
26,268
-923
| -3% | -$14.2K | 0.6% | 61 |
|
|
2022
Q2 | $570K | Buy |
27,191
+1,701
| +7% | +$35.7K | 0.78% | 43 |
|
|
2022
Q1 | $455K | Sell |
25,490
-1,259
| -5% | -$22.5K | 0.5% | 68 |
|
|
2021
Q4 | $497K | Buy |
+26,749
| New | +$497K | 0.55% | 70 |
|