Cornerstone Financial Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.34M | Buy |
148,074
+42,255
| +40% | +$1.24M | 1.42% | 22 |
|
|
2017
Q3 | $3.13M | Buy |
+105,819
| New | +$3.13M | 1.19% | 22 |
|
|
2017
Q2 | – | Sell |
-25,016
| Closed | -$785K | – | 142 |
|
|
2017
Q1 | $785K | Sell |
25,016
-57,986
| -70% | -$1.82M | 0.26% | 72 |
|
|
2016
Q4 | $2.68M | Sell |
83,002
-133
| -0.2% | -$4.29K | 0.86% | 31 |
|
|
2016
Q3 | $2.54M | Sell |
83,135
-6,476
| -7% | -$198K | 0.89% | 32 |
|
|
2016
Q2 | $2.93M | Buy |
89,611
+17,363
| +24% | +$568K | 1.04% | 25 |
|
|
2016
Q1 | $2.13M | Sell |
72,248
-19,591
| -21% | -$579K | 0.83% | 31 |
|
|
2015
Q4 | $2.38M | Buy |
+91,839
| New | +$2.38M | 0.88% | 28 |
|