DWM

Defined Wealth Management’s AT&T T Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,052	Closed	-$203K	–	94
2021 Q2	$203K	Hold	7,052	–	–	0.18%	94
2021 Q1	$213K	Sell	7,052 -146	-2%	-$4.41K	0.2%	89
2020 Q4	$207K	Buy	+7,198	New	+$207K	0.2%	86