Epstein & White Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $320K | Sell |
14,821
-536
| -3% | -$11.6K | 0.08% | 61 |
|
|
2021
Q1 | $349K | Sell |
15,357
-1,766
| -10% | -$40.1K | 0.1% | 50 |
|
|
2020
Q4 | $372K | Sell |
17,123
-2,162
| -11% | -$47K | 0.11% | 44 |
|
|
2020
Q3 | $419K | Sell |
19,285
-3,629
| -16% | -$78.8K | 0.15% | 35 |
|
|
2020
Q2 | $527K | Sell |
22,914
-13,438
| -37% | -$309K | 0.2% | 27 |
|
|
2020
Q1 | $793K | Sell |
36,352
-8,443
| -19% | -$184K | 0.33% | 24 |
|
|
2019
Q4 | $1.32M | Buy |
44,795
+28,001
| +167% | +$826K | 0.58% | 15 |
|
|
2019
Q3 | $481K | Sell |
16,794
-17,194
| -51% | -$492K | 0.23% | 38 |
|
|
2019
Q2 | $821K | Sell |
33,988
-8,347
| -20% | -$202K | 0.44% | 24 |
|
|
2019
Q1 | $999K | Buy |
42,335
+12,888
| +44% | +$304K | 0.57% | 15 |
|
|
2018
Q4 | $629K | Sell |
29,447
-355
| -1% | -$7.58K | 0.39% | 22 |
|
|
2018
Q3 | $755K | Sell |
29,802
-10,495
| -26% | -$266K | 0.5% | 21 |
|
|
2018
Q2 | $960K | Sell |
40,297
-2,557
| -6% | -$60.9K | 0.71% | 17 |
|
|
2018
Q1 | $1.17M | Buy |
42,854
+1,327
| +3% | +$36.3K | 0.75% | 24 |
|
|
2017
Q4 | $1.17M | Buy |
+41,527
| New | +$1.17M | 0.68% | 24 |
|