Fiduciary Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,948
| Closed | -$305K | – | 63 |
|
|
2021
Q3 | $305K | Buy |
+14,948
| New | +$305K | 0.16% | 56 |
|
|
2021
Q2 | – | Sell |
-5,880
| Closed | -$134K | – | 237 |
|
|
2021
Q1 | $134K | Buy |
5,880
+77
| +1% | +$1.76K | 0.2% | 45 |
|
|
2020
Q4 | $126K | Buy |
5,803
+833
| +17% | +$18.1K | 0.18% | 57 |
|
|
2020
Q3 | $107K | Sell |
4,970
-52,985
| -91% | -$1.14M | 0.18% | 53 |
|
|
2020
Q2 | $1.3M | Buy |
57,955
+12,556
| +28% | +$281K | 2.85% | 11 |
|
|
2020
Q1 | $1M | Buy |
45,399
+37,607
| +483% | +$828K | 1.88% | 18 |
|
|
2019
Q4 | $227K | Buy |
+7,792
| New | +$227K | 0.21% | 54 |
|