Deane Retirement Strategies’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-82,002
| Closed | -$2.34M | – | 67 |
|
|
2019
Q3 | $2.34M | Buy |
+82,002
| New | +$2.34M | 1.67% | 17 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 59 |
|
|
2018
Q4 | – | Sell |
-61,129
| Closed | -$1.55M | – | 64 |
|
|
2018
Q3 | $1.55M | Buy |
+61,129
| New | +$1.55M | 1.4% | 31 |
|
|
2017
Q4 | – | Sell |
-78,843
| Closed | -$2.33M | – | 70 |
|
|
2017
Q3 | $2.33M | Sell |
78,843
-1,223
| -2% | -$36.2K | 2.25% | 8 |
|
|
2017
Q2 | $2.28M | Sell |
80,066
-134
| -0.2% | -$3.82K | 1.83% | 8 |
|
|
2017
Q1 | $2.52M | Buy |
+80,200
| New | +$2.52M | 2.09% | 16 |
|
|
2016
Q4 | – | Sell |
-87,842
| Closed | -$2.7M | – | 57 |
|
|
2016
Q3 | $2.7M | Sell |
87,842
-77,233
| -47% | -$2.37M | 2.45% | 12 |
|
|
2016
Q2 | $5.39M | Sell |
165,075
-3,938
| -2% | -$129K | 4.93% | 4 |
|
|
2016
Q1 | $5M | Sell |
169,013
-3,900
| -2% | -$115K | 4.68% | 3 |
|
|
2015
Q4 | $4.49M | Buy |
172,913
+4,503
| +3% | +$117K | 4.56% | 3 |
|
|
2015
Q3 | $4.14M | Buy |
168,410
+5,166
| +3% | +$127K | 4.04% | 4 |
|
|
2015
Q2 | $3K | Sell |
163,244
-99,373
| -38% | -$1.83K | ﹤0.01% | 40 |
|
|
2015
Q1 | $2.93M | Buy |
+262,617
| New | +$2.93M | 2.82% | 8 |
|