First Wilshire Securities Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,945
| Closed | -$288K | – | 87 |
|
|
2023
Q1 | $288K | Hold |
14,945
| – | – | 0.1% | 70 |
|
|
2022
Q4 | $275K | Buy |
14,945
+190
| +1% | +$3.5K | 0.1% | 73 |
|
|
2022
Q3 | $226K | Buy |
14,755
+2,238
| +18% | +$34.3K | 0.09% | 76 |
|
|
2022
Q2 | $262K | Sell |
12,517
-4,651
| -27% | -$97.4K | 0.1% | 73 |
|
|
2022
Q1 | $306K | Hold |
17,168
| – | – | 0.11% | 68 |
|
|
2021
Q4 | $319K | Buy |
17,168
+525
| +3% | +$9.76K | 0.1% | 69 |
|
|
2021
Q3 | $340K | Buy |
+16,643
| New | +$340K | 0.11% | 69 |
|