Gould Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,570
| Closed | -$251K | – | 156 |
|
|
2020
Q4 | $251K | Hold |
11,570
| – | – | 0.08% | 121 |
|
|
2020
Q3 | $249K | Buy |
11,570
+331
| +3% | +$7.4K | 0.08% | 108 |
|
|
2020
Q2 | $257K | Buy |
+11,239
| New | +$256K | 0.09% | 104 |
|
|
2020
Q1 | – | Sell |
-8,260
| Closed | -$244K | – | 146 |
|
|
2019
Q4 | $244K | Sell |
8,260
-1,364
| -14% | -$39.4K | 0.08% | 125 |
|
|
2019
Q3 | $275K | Sell |
9,624
-4,038
| -30% | -$107K | 0.1% | 110 |
|
|
2019
Q2 | $346K | Sell |
13,662
-3,904
| -22% | -$93.6K | 0.12% | 91 |
|
|
2019
Q1 | $416K | Buy |
17,566
+7,813
| +80% | +$180K | 0.16% | 76 |
|
|
2018
Q4 | $210K | Sell |
9,753
-1,324
| -12% | -$30.8K | 0.09% | 116 |
|
|
2018
Q3 | $281K | Sell |
11,077
-1,747
| -14% | -$42.8K | 0.11% | 108 |
|
|
2018
Q2 | $311K | Buy |
12,824
+1,983
| +18% | +$49.8K | 0.13% | 89 |
|
|
2018
Q1 | $292K | Sell |
10,841
-774
| -7% | -$21.5K | 0.13% | 91 |
|
|
2017
Q4 | $341K | Sell |
11,615
-3,251
| -22% | -$88.8K | 0.15% | 87 |
|
|
2017
Q3 | $440K | Buy |
14,866
+1,768
| +13% | +$50.2K | 0.2% | 71 |
|
|
2017
Q2 | $373K | Sell |
13,098
-2,238
| -15% | -$66K | 0.18% | 77 |
|
|
2017
Q1 | $481K | Buy |
15,336
+1,410
| +10% | +$44.4K | 0.24% | 55 |
|
|
2016
Q4 | $447K | Buy |
13,926
+265
| +2% | +$7.82K | 0.23% | 60 |
|
|
2016
Q3 | $419K | Sell |
13,661
-1,059
| -7% | -$33.5K | 0.23% | 62 |
|
|
2016
Q2 | $480K | Buy |
14,720
+3,310
| +29% | +$98.5K | 0.26% | 52 |
|
|
2016
Q1 | $338K | Hold |
11,410
| – | – | 0.18% | 66 |
|
|
2015
Q4 | $297K | Hold |
11,410
| – | – | 0.16% | 73 |
|
|
2015
Q3 | $281K | Buy |
11,410
+132
| +1% | +$3.37K | 0.16% | 74 |
|
|
2015
Q2 | $303K | Buy |
+11,278
| New | +$291K | 0.15% | 81 |
|
Other funds holding T
