Concert Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $458K | Sell |
15,458
-15,089
| -49% | -$447K | 1.86% | 20 |
|
|
2017
Q2 | $873K | Sell |
30,547
-88,355
| -74% | -$2.53M | 0.85% | 29 |
|
|
2017
Q1 | $3.82M | Buy |
118,902
+1,141
| +1% | +$36.7K | 0.86% | 13 |
|
|
2016
Q4 | $3.79M | Sell |
117,761
-155,558
| -57% | -$5M | 0.84% | 14 |
|
|
2016
Q3 | $8.36M | Sell |
273,319
-1,652
| -0.6% | -$50.5K | 1.02% | 10 |
|
|
2016
Q2 | $8.97M | Buy |
274,971
+51,075
| +23% | +$1.67M | 1.22% | 7 |
|
|
2016
Q1 | $6.64M | Buy |
223,896
+3,445
| +2% | +$102K | 0.89% | 14 |
|
|
2015
Q4 | $5.72M | Buy |
220,451
+7,439
| +3% | +$193K | 0.76% | 19 |
|
|
2015
Q3 | $5.25M | Buy |
213,012
+15,876
| +8% | +$392K | 0.71% | 25 |
|
|
2015
Q2 | $5.29M | Buy |
197,136
+13,596
| +7% | +$365K | 0.68% | 22 |
|
|
2015
Q1 | $2.56M | Buy |
183,540
+14,870
| +9% | +$208K | 0.73% | 22 |
|
|
2014
Q4 | $4.28M | Buy |
168,670
+85,739
| +103% | +$2.18M | 0.65% | 21 |
|
|
2014
Q3 | $2.22M | Sell |
82,931
-5,806
| -7% | -$155K | 0.3% | 35 |
|
|
2014
Q2 | $2.29M | Buy |
88,737
+1,023
| +1% | +$26.4K | 0.28% | 38 |
|
|
2014
Q1 | $2.34M | Buy |
+87,714
| New | +$2.34M | 0.29% | 32 |
|
|
2013
Q4 | – | Sell |
-84,467
| Closed | -$2.19M | – | 573 |
|
|
2013
Q3 | $2.19M | Sell |
84,467
-3,743
| -4% | -$97.1K | 0.31% | 29 |
|
|
2013
Q2 | $2.37M | Buy |
+88,210
| New | +$2.37M | 0.35% | 21 |
|