Domani Wealth’s AT&T T Stock Holding History

Domani Wealth’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$751K	Hold	39,020	–	–	0.17%	59
2022 Q4	$718K	Buy	39,020 +81	+0.2%	+$1.49K	0.18%	60
2022 Q3	$597K	Sell	38,939 -600	-2%	-$9.2K	0.18%	55
2022 Q2	$829K	Sell	39,539 -12,811	-24%	-$269K	0.23%	44
2022 Q1	$934K	Sell	52,350 -3,630	-6%	-$64.8K	0.2%	51
2021 Q4	$1.04M	Sell	55,980 -1,509	-3%	-$28K	0.2%	47
2021 Q3	$1.17M	Sell	57,489 -1,929	-3%	-$39.4K	0.25%	43
2021 Q2	$1.29M	Sell	59,418 -833	-1%	-$18.1K	0.26%	39
2021 Q1	$1.38M	Sell	60,251 -1,544	-2%	-$35.3K	0.27%	37
2020 Q4	$1.34M	Sell	61,795 -6,635	-10%	-$144K	0.27%	37
2020 Q3	$1.47M	Buy	68,430 +4,009	+6%	+$86.4K	0.32%	33
2020 Q2	$1.47M	Buy	64,421 +4,029	+7%	+$92K	0.34%	36
2020 Q1	$1.33M	Buy	60,392 +41	+0.1%	+$903	0.36%	39
2019 Q4	$1.78M	Sell	60,351 -5,241	-8%	-$155K	0.59%	30
2019 Q3	$1.88M	Buy	65,592 +74	+0.1%	+$2.12K	0.68%	28
2019 Q2	$1.66M	Buy	65,518 +79	+0.1%	+$2K	0.62%	31
2019 Q1	$1.55M	Buy	65,439 +82	+0.1%	+$1.94K	0.62%	30
2018 Q4	$1.41M	Sell	65,357 -2,043	-3%	-$44K	0.66%	26
2018 Q3	$1.71M	Sell	67,400 -2,944	-4%	-$74.6K	0.73%	25
2018 Q2	$1.71M	Buy	70,344 +7,361	+12%	+$179K	0.78%	24
2018 Q1	$1.7M	Buy	62,983 +358	+0.6%	+$9.64K	0.73%	27
2017 Q4	$1.84M	Sell	62,625 -628	-1%	-$18.4K	0.81%	26
2017 Q3	$1.87M	Sell	63,253 -1,201	-2%	-$35.5K	0.81%	26
2017 Q2	$1.84M	Buy	64,454 +2,493	+4%	+$71.1K	0.76%	28
2017 Q1	$1.94M	Sell	61,961 -1,836	-3%	-$57.6K	0.79%	28
2016 Q4	$2.05M	Sell	63,797 -3,144	-5%	-$101K	0.83%	28
2016 Q3	$2.05M	Buy	66,941 +1,129	+2%	+$34.6K	0.78%	26
2016 Q2	$2.15M	Sell	65,812 -6,820	-9%	-$223K	0.83%	25
2016 Q1	$2.15M	Buy	72,632 +2,441	+3%	+$72.3K	0.81%	25
2015 Q4	$1.82M	Buy	70,191 +3,656	+5%	+$95K	0.71%	30
2015 Q3	$1.64M	Buy	66,535 +62	+0.1%	+$1.53K	0.89%	24
2015 Q2	$1.78M	Buy	66,473 +64,283	+2,935%	+$1.72M	0.97%	21
2015 Q1	$50.7K	Buy	+2,190	New	+$50.7K	0.76%	16