Elmwood 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 |
-11,882
| Closed | -$221K | – | 295 |
|
|
2021
Q4 | $221K | Buy |
+11,882
| New | +$221K | 0.11% | 106 |
|
|
2021
Q2 | $213K | Buy |
9,787
+1,476
| +18% | +$32.1K | 0.11% | 107 |
|
|
2021
Q1 | $190K | Buy |
+8,311
| New | +$190K | 0.12% | 107 |
|
|
2020
Q3 | $154K | Hold |
6,755
| – | – | 0.12% | 96 |
|
|
2020
Q2 | $154K | Buy |
6,755
+126
| +2% | +$2.87K | 0.12% | 96 |
|
|
2020
Q1 | $178K | Buy |
+6,629
| New | +$178K | 0.17% | 91 |
|
|
2019
Q4 | – | Sell |
-4,472
| Closed | -$128K | – | 225 |
|
|
2019
Q3 | $128K | Hold |
4,472
| – | – | 0.13% | 90 |
|
|
2019
Q2 | $113K | Sell |
4,472
-263
| -6% | -$6.65K | 0.1% | 101 |
|
|
2019
Q1 | $112K | Hold |
4,735
| – | – | 0.1% | 100 |
|
|
2018
Q4 | $102K | Sell |
4,735
-1,325
| -22% | -$28.5K | 0.1% | 103 |
|
|
2018
Q3 | $154K | Sell |
6,060
-569
| -9% | -$14.4K | 0.13% | 101 |
|
|
2018
Q2 | $161K | Hold |
6,629
| – | – | 0.15% | 95 |
|
|
2018
Q1 | $178K | Buy |
+6,629
| New | +$178K | 0.17% | 91 |
|