Fairhaven Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,751
| Closed | -$299K | – | 122 |
|
|
2020
Q4 | $299K | Buy |
13,751
+1,896
| +16% | +$41.2K | 0.13% | 83 |
|
|
2020
Q3 | $255K | Sell |
11,855
-961
| -7% | -$20.7K | 0.15% | 74 |
|
|
2020
Q2 | $293K | Sell |
12,816
-2,316
| -15% | -$52.9K | 0.19% | 63 |
|
|
2020
Q1 | $333K | Buy |
+15,132
| New | +$333K | 0.3% | 52 |
|