Engrave Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,533
| Closed | -$235K | – | 74 |
|
|
2021
Q3 | $235K | Sell |
11,533
-3,255
| -22% | -$66.3K | 0.07% | 64 |
|
|
2021
Q2 | $321K | Buy |
14,788
+1,322
| +10% | +$28.7K | 0.1% | 61 |
|
|
2021
Q1 | $308K | Sell |
13,466
-1,504
| -10% | -$34.4K | 0.12% | 52 |
|
|
2020
Q4 | $323K | Buy |
+14,970
| New | +$323K | 0.27% | 40 |
|
|
2020
Q3 | – | Sell |
-9,774
| Closed | -$223K | – | 384 |
|
|
2020
Q2 | $223K | Buy |
9,774
+412
| +4% | +$9.4K | 0.2% | 45 |
|
|
2020
Q1 | $206K | Sell |
9,362
-646
| -6% | -$14.2K | 0.24% | 38 |
|
|
2019
Q4 | $295K | Buy |
+10,008
| New | +$295K | 0.28% | 33 |
|