Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,366
| Closed | -$24K | – | 426 |
|
|
2024
Q1 | $24K | Buy |
+1,366
| New | +$24K | ﹤0.01% | 179 |
|
|
2023
Q4 | – | Sell |
-1,338
| Closed | -$20.1K | – | 542 |
|
|
2023
Q3 | $20.1K | Buy |
1,338
+15
| +1% | +$225 | ﹤0.01% | 175 |
|
|
2023
Q2 | $21.1K | Buy |
1,323
+12
| +0.9% | +$191 | ﹤0.01% | 161 |
|
|
2023
Q1 | $25.2K | Buy |
+1,311
| New | +$25.2K | ﹤0.01% | 156 |
|