D.B. Root & Company’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 |
-36,868
| Closed | -$752K | – | 200 |
|
2021
Q3 | $752K | Buy |
36,868
+618
| +2% | +$12.6K | 0.29% | 92 |
|
2021
Q2 | $787K | Sell |
36,250
-6,282
| -15% | -$136K | 0.29% | 93 |
|
2021
Q1 | $972K | Sell |
42,532
-6,132
| -13% | -$140K | 0.38% | 64 |
|
2020
Q4 | $1.06M | Sell |
48,664
-210
| -0.4% | -$4.56K | 0.42% | 57 |
|
2020
Q3 | $1.05M | Sell |
48,874
-896
| -2% | -$19.3K | 0.42% | 57 |
|
2020
Q2 | $1.14M | Buy |
49,770
+1,126
| +2% | +$25.7K | 0.49% | 46 |
|
2020
Q1 | $1.07M | Buy |
48,644
+4,511
| +10% | +$99.2K | 0.54% | 42 |
|
2019
Q4 | $1.3M | Sell |
44,133
-2,108
| -5% | -$62.2K | 0.57% | 37 |
|
2019
Q3 | $1.32M | Buy |
46,241
+401
| +0.9% | +$11.5K | 0.62% | 36 |
|
2019
Q2 | $1.16M | Sell |
45,840
-2,728
| -6% | -$69K | 0.51% | 46 |
|
2019
Q1 | $1.15M | Buy |
48,568
+1,937
| +4% | +$45.9K | 0.49% | 55 |
|
2018
Q4 | $1.01M | Buy |
46,631
+1,516
| +3% | +$32.7K | 0.5% | 60 |
|
2018
Q3 | $1.14M | Buy |
45,115
+794
| +2% | +$20.1K | 0.5% | 58 |
|
2018
Q2 | $1.08M | Buy |
44,321
+3,703
| +9% | +$89.8K | 0.51% | 61 |
|
2018
Q1 | $1.09M | Buy |
40,618
+4,753
| +13% | +$128K | 0.58% | 54 |
|
2017
Q4 | $1.05M | Buy |
+35,865
| New | +$1.05M | 0.9% | 32 |
|