CWA
Constellation Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $9.88M | Sell |
303,252
-1,625
| -0.5% | -$52.9K | 1.09% | 23 |
|
|
2015
Q2 | $10.8M | Buy |
304,877
+58
| +0% | +$2.06K | 0.92% | 23 |
|
|
2015
Q1 | $9.95M | Sell |
304,819
-1,407
| -0.5% | -$45.9K | 0.87% | 26 |
|
|
2014
Q4 | $10.3M | Buy |
306,226
+7,115
| +2% | +$239K | 0.86% | 27 |
|
|
2014
Q3 | $10.5M | Buy |
299,111
+4,460
| +2% | +$157K | 0.97% | 20 |
|
|
2014
Q2 | $10.4M | Buy |
294,651
+485
| +0.2% | +$17.2K | 1.17% | 22 |
|
|
2014
Q1 | $10.3M | Buy |
294,166
+9,607
| +3% | +$337K | 1.01% | 21 |
|
|
2013
Q4 | $10M | Buy |
284,559
+11,756
| +4% | +$413K | 0.96% | 18 |
|
|
2013
Q3 | $9.23M | Buy |
272,803
+15,007
| +6% | +$508K | 1.05% | 17 |
|
|
2013
Q2 | $9.13M | Buy |
+257,796
| New | +$9.13M | 1.09% | 14 |
|