Gideon Capital Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-26,154
| Closed | -$747K | – | 379 |
|
|
2019
Q3 | $747K | Sell |
26,154
-20,888
| -44% | -$597K | 0.24% | 140 |
|
|
2019
Q2 | $1.19M | Buy |
47,042
+35,715
| +315% | +$904K | 0.41% | 86 |
|
|
2019
Q1 | $268K | Buy |
+11,327
| New | +$268K | 0.1% | 297 |
|
|
2016
Q4 | – | Sell |
-8,503
| Closed | -$261K | – | 473 |
|
|
2016
Q3 | $261K | Buy |
+8,503
| New | +$261K | 0.16% | 150 |
|
|
2016
Q2 | – | Sell |
-32,883
| Closed | -$973K | – | 249 |
|
|
2016
Q1 | $973K | Buy |
+32,883
| New | +$973K | 1.22% | 20 |
|
|
2014
Q4 | – | Sell |
-88,941
| Closed | -$2.37M | – | 301 |
|
|
2014
Q3 | $2.37M | Buy |
+88,941
| New | +$2.37M | 0.92% | 24 |
|