Cooper/Haims Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,138
| Closed | -$248K | – | 84 |
|
|
2021
Q3 | $248K | Buy |
12,138
+10
| +0.1% | +$204 | 0.15% | 67 |
|
|
2021
Q2 | $264K | Buy |
12,128
+7
| +0.1% | +$152 | 0.17% | 66 |
|
|
2021
Q1 | $277K | Buy |
+12,121
| New | +$277K | 0.2% | 57 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | – | – | 52 |
|
|
2017
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 55 |
|