CWH Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $572K | Buy |
26,344
+12,678
| +93% | +$275K | 0.24% | 62 |
|
2020
Q3 | $294K | Buy |
13,666
+3,901
| +40% | +$83.9K | 0.13% | 67 |
|
2020
Q2 | $223K | Buy |
+9,765
| New | +$223K | 0.11% | 51 |
|
2017
Q3 | – | Sell |
-2,880
| Closed | -$82K | – | 56 |
|
2017
Q2 | $82K | Buy |
+2,880
| New | +$82K | 0.04% | 57 |
|
2015
Q1 | – | Sell |
-9,284
| Closed | -$236K | – | 58 |
|
2014
Q4 | $236K | Sell |
9,284
-30
| -0.3% | -$763 | 0.15% | 51 |
|
2014
Q3 | $248K | Buy |
9,314
+761
| +9% | +$20.3K | 0.19% | 43 |
|
2014
Q2 | $228K | Sell |
8,553
-960
| -10% | -$25.6K | 0.19% | 41 |
|
2014
Q1 | $252K | Hold |
9,513
| – | – | 0.21% | 40 |
|
2013
Q4 | $253K | Buy |
+9,513
| New | +$253K | 0.22% | 44 |
|