ERTS Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,164
| Closed | -$246K | – | 82 |
|
|
2020
Q1 | $246K | Buy |
11,164
+3,867
| +53% | +$85.2K | 0.12% | 67 |
|
|
2019
Q4 | $215K | Hold |
7,297
| – | – | 0.1% | 78 |
|
|
2019
Q3 | $209K | Sell |
7,297
-1,147
| -14% | -$32.9K | 0.11% | 76 |
|
|
2019
Q2 | $214K | Sell |
8,444
-1,772
| -17% | -$44.9K | 0.12% | 78 |
|
|
2019
Q1 | $242K | Buy |
10,216
+3,767
| +58% | +$89.2K | 0.14% | 72 |
|
|
2018
Q4 | $139K | Buy |
+6,449
| New | +$139K | 0.1% | 96 |
|