EWA
Evolution Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,294
| Closed | -$35K | – | 571 |
|
|
2021
Q3 | $35K | Sell |
1,294
-64,876
| -98% | -$1.75M | 0.01% | 250 |
|
|
2021
Q2 | $1.9M | Sell |
66,170
-3,243
| -5% | -$93.3K | 0.39% | 43 |
|
|
2021
Q1 | $2.1M | Buy |
69,413
+3,238
| +5% | +$98K | 0.47% | 42 |
|
|
2020
Q4 | $1.9M | Buy |
66,175
+818
| +1% | +$23.5K | 0.43% | 46 |
|
|
2020
Q3 | $1.86M | Buy |
65,357
+2,114
| +3% | +$60.3K | 0.51% | 40 |
|
|
2020
Q2 | $1.91M | Buy |
+63,243
| New | +$1.91M | 0.63% | 29 |
|
|
2020
Q1 | – | Sell |
-1,061
| Closed | -$41K | – | 617 |
|
|
2019
Q4 | $41K | Buy |
+1,061
| New | +$41K | 0.01% | 168 |
|
|
2019
Q3 | – | Sell |
-4,374
| Closed | -$147K | – | 582 |
|
|
2019
Q2 | $147K | Sell |
4,374
-1,812
| -29% | -$60.9K | 0.06% | 52 |
|
|
2019
Q1 | $194K | Buy |
6,186
+1,462
| +31% | +$45.9K | 0.09% | 46 |
|
|
2018
Q4 | $135K | Buy |
+4,724
| New | +$135K | 0.06% | 65 |
|