Financial Partners Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.66M | Buy |
+144,347
| New | +$2.66M | 0.59% | 46 |
|
|
2021
Q3 | – | Sell |
-9,346
| Closed | -$203K | – | 121 |
|
|
2021
Q2 | $203K | Hold |
9,346
| – | – | 0.04% | 111 |
|
|
2021
Q1 | $214K | Sell |
9,346
-2,648
| -22% | -$60.5K | 0.04% | 105 |
|
|
2020
Q4 | $261K | Buy |
11,994
+662
| +6% | +$14.4K | 0.06% | 92 |
|
|
2020
Q3 | $244K | Hold |
11,332
| – | – | 0.06% | 92 |
|
|
2020
Q2 | $259K | Buy |
+11,332
| New | +$259K | 0.07% | 84 |
|