Genesis 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
2015
Q2
$455K Sell
16,972
-1,551
-8% -$41.6K 0.37% 29
2015
Q1
$460K Sell
18,523
-5,665
-23% -$141K 0.38% 33
2014
Q4
$625K Buy
+24,188
New +$625K 0.5% 31