Elk River Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,543
| Closed | -$214K | – | 137 |
|
|
2021
Q4 | $214K | Buy |
11,543
+927
| +9% | +$17.2K | 0.05% | 118 |
|
|
2021
Q3 | $217K | Hold |
10,616
| – | – | 0.05% | 112 |
|
|
2021
Q2 | $231K | Hold |
10,616
| – | – | 0.06% | 111 |
|
|
2021
Q1 | $243K | Hold |
10,616
| – | – | 0.07% | 110 |
|
|
2020
Q4 | $231K | Buy |
+10,616
| New | +$231K | 0.08% | 112 |
|