Core Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-185
| Closed | -$3.26K | – | 215 |
|
|
2024
Q1 | $3.26K | Hold |
185
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $3.11K | Hold |
185
| – | – | ﹤0.01% | 233 |
|
|
2023
Q3 | $2.78K | Hold |
185
| – | – | ﹤0.01% | 213 |
|
|
2023
Q2 | $2.95K | Hold |
185
| – | – | ﹤0.01% | 211 |
|
|
2023
Q1 | $3.56K | Hold |
185
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $3.41K | Hold |
185
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $3K | Sell |
185
-400
| -68% | -$6.49K | ﹤0.01% | 197 |
|
|
2022
Q2 | $12K | Sell |
585
-44
| -7% | -$903 | 0.01% | 135 |
|
|
2022
Q1 | $11K | Sell |
629
-4,237
| -87% | -$74.1K | 0.01% | 143 |
|
|
2021
Q4 | $90K | Buy |
4,866
+4,150
| +580% | +$76.8K | 0.05% | 64 |
|
|
2021
Q3 | $15K | Buy |
716
+114
| +19% | +$2.39K | 0.01% | 123 |
|
|
2021
Q2 | $13K | Buy |
602
+105
| +21% | +$2.27K | 0.01% | 121 |
|
|
2021
Q1 | $11K | Sell |
497
-1,155
| -70% | -$25.6K | 0.01% | 111 |
|
|
2020
Q4 | $36K | Buy |
1,652
+1,553
| +1,569% | +$33.8K | 0.03% | 68 |
|
|
2020
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 138 |
|
|
2020
Q2 | $2K | Sell |
99
-1,271
| -93% | -$25.7K | ﹤0.01% | 114 |
|
|
2020
Q1 | $30K | Hold |
1,370
| – | – | 0.02% | 61 |
|
|
2019
Q4 | $40K | Buy |
+1,370
| New | +$40K | 0.02% | 63 |
|