EA
Elm Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,040
| Closed | -$59K | – | 231 |
|
|
2020
Q4 | $59K | Buy |
+2,040
| New | +$59K | 0.04% | 156 |
|
|
2018
Q4 | – | Sell |
-5,803
| Closed | -$195K | – | 240 |
|
|
2018
Q3 | $195K | Buy |
+5,803
| New | +$195K | 0.13% | 83 |
|
|
2017
Q4 | – | Sell |
-5,188
| Closed | -$203K | – | 86 |
|
|
2017
Q3 | $203K | Sell |
5,188
-1,587
| -23% | -$62.1K | 0.16% | 79 |
|
|
2017
Q2 | $256K | Sell |
6,775
-278
| -4% | -$10.5K | 0.21% | 66 |
|
|
2017
Q1 | $293K | Sell |
7,053
-120
| -2% | -$4.99K | 0.24% | 62 |
|
|
2016
Q4 | $305K | Hold |
7,173
| – | – | 0.27% | 57 |
|
|
2016
Q3 | $291K | Sell |
7,173
-175
| -2% | -$7.1K | 0.27% | 58 |
|
|
2016
Q2 | $318K | Buy |
7,348
+622
| +9% | +$26.9K | 0.3% | 52 |
|
|
2016
Q1 | $263K | Sell |
6,726
-287
| -4% | -$11.2K | 0.25% | 60 |
|
|
2015
Q4 | $241K | Buy |
+7,013
| New | +$241K | 0.24% | 62 |
|
|
2014
Q4 | – | Sell |
-5,864
| Closed | -$207K | – | 76 |
|
|
2014
Q3 | $207K | Sell |
5,864
-936
| -14% | -$33K | 0.2% | 68 |
|
|
2014
Q2 | $240K | Sell |
6,800
-285
| -4% | -$10.1K | 0.22% | 63 |
|
|
2014
Q1 | $248K | Sell |
7,085
-200
| -3% | -$7K | 0.24% | 61 |
|
|
2013
Q4 | $256K | Buy |
+7,285
| New | +$256K | 0.25% | 61 |
|