Counsel Portfolio Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $9.35M | Buy |
286,367
+57,962
| +25% | +$1.89M | 0.92% | 14 |
|
|
2016
Q1 | $6.76M | Buy |
+228,405
| New | +$6.76M | 0.89% | 23 |
|
|
2015
Q3 | – | Sell |
-10,062
| Closed | -$270K | – | 316 |
|
|
2015
Q2 | $270K | Hold |
10,062
| – | – | 0.03% | 278 |
|
|
2015
Q1 | $248K | Buy |
+10,062
| New | +$248K | 0.02% | 281 |
|
|
2014
Q4 | – | Sell |
-8,871
| Closed | -$236K | – | 312 |
|
|
2014
Q3 | $236K | Buy |
+8,871
| New | +$236K | 0.02% | 279 |
|