GWAG
Garrett Wealth Advisory Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,971
| Closed | -$258K | – | 52 |
|
|
2020
Q4 | $258K | Sell |
8,971
-2,582
| -22% | -$74.3K | 0.19% | 37 |
|
|
2020
Q3 | $329K | Sell |
11,553
-1,106
| -9% | -$31.5K | 0.26% | 32 |
|
|
2020
Q2 | $380K | Sell |
12,659
-713
| -5% | -$21.4K | 0.3% | 29 |
|
|
2020
Q1 | $391K | Buy |
13,372
+65
| +0.5% | +$1.9K | 0.37% | 29 |
|
|
2019
Q4 | $520K | Buy |
13,307
+263
| +2% | +$10.3K | 0.38% | 32 |
|
|
2019
Q3 | $494K | Sell |
13,044
-1,024
| -7% | -$38.7K | 0.35% | 33 |
|
|
2019
Q2 | $471K | Sell |
14,068
-207
| -1% | -$6.93K | 0.37% | 33 |
|
|
2019
Q1 | $445K | Buy |
14,275
+221
| +2% | +$6.89K | 0.37% | 34 |
|
|
2018
Q4 | $402K | Buy |
+14,054
| New | +$402K | 0.37% | 29 |
|