Edge Wealth Management’s AT&T Series A T.PRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,290
| Closed | -$115K | – | 426 |
|
2021
Q4 | $115K | Hold |
4,290
| – | – | 0.02% | 126 |
|
2021
Q3 | $115K | Buy |
+4,290
| New | +$115K | 0.02% | 120 |
|
2021
Q2 | – | Sell |
-4,290
| Closed | -$113K | – | 455 |
|
2021
Q1 | $113K | Buy |
4,290
+780
| +22% | +$20.5K | 0.02% | 130 |
|
2020
Q4 | $95K | Buy |
3,510
+1,210
| +53% | +$32.7K | 0.02% | 135 |
|
2020
Q3 | $61K | Sell |
2,300
-1,500
| -39% | -$39.8K | 0.01% | 188 |
|
2020
Q2 | $96K | Buy |
+3,800
| New | +$96K | 0.02% | 202 |
|