FirstPurpose Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $226K | Sell |
13,517
-329
| -2% | -$5.5K | 0.08% | 190 |
|
|
2023
Q4 | $232K | Sell |
13,846
-83
| -0.6% | -$1.39K | 0.09% | 183 |
|
|
2023
Q3 | $209K | Buy |
13,929
+3,771
| +37% | +$56.6K | 0.09% | 181 |
|
|
2023
Q2 | $162K | Buy |
+10,158
| New | +$162K | 0.07% | 191 |
|
|
2023
Q1 | – | Sell |
-10,413
| Closed | -$192K | – | 200 |
|
|
2022
Q4 | $192K | Buy |
+10,413
| New | +$192K | 0.11% | 176 |
|
|
2022
Q1 | – | Sell |
-11,696
| Closed | -$217K | – | 159 |
|
|
2021
Q4 | $217K | Buy |
+11,696
| New | +$217K | 0.14% | 129 |
|