Confluence Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $329K | Hold |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $386K | Buy |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $348K | Buy |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $357K | Sell |
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|
2016
Q3 | $365K | Buy |
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|
2016
Q2 | $335K | Sell |
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|
2016
Q1 | $314K | Buy |
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|
2015
Q4 | $264K | Buy |
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|
2015
Q3 | $227K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $559K | Buy |
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|
2014
Q1 | $247K | Buy |
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