Fusion Family Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,861
| Closed | -$148K | – | 234 |
|
|
2018
Q4 | $148K | Buy |
6,861
+24
| +0.4% | +$518 | 0.04% | 70 |
|
|
2018
Q3 | $173K | Buy |
6,837
+24
| +0.4% | +$607 | 0.05% | 64 |
|
|
2018
Q2 | $165K | Buy |
6,813
+21
| +0.3% | +$509 | 0.05% | 69 |
|
|
2018
Q1 | $183K | Buy |
6,792
+18
| +0.3% | +$485 | 0.06% | 56 |
|
|
2017
Q4 | $199K | Buy |
6,774
+650
| +11% | +$19.1K | 0.05% | 70 |
|
|
2017
Q3 | $181K | Buy |
6,124
+4,751
| +346% | +$140K | 0.06% | 50 |
|
|
2017
Q2 | $39K | Sell |
1,373
-94
| -6% | -$2.67K | 0.01% | 135 |
|
|
2017
Q1 | $46K | Sell |
1,467
-947
| -39% | -$29.7K | 0.02% | 124 |
|
|
2016
Q4 | $75K | Buy |
+2,414
| New | +$75K | 0.04% | 105 |
|