Epic Trust Investment Advisors’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,563	Closed	-$338K	–	119
2023 Q1	$338K	Buy	17,563 +7,509	+75%	+$145K	0.41%	66
2022 Q4	$185K	Sell	10,054 -5,167	-34%	-$95.1K	0.28%	96
2022 Q3	$234K	Buy	+15,221	New	+$234K	0.32%	90