Graham Capital Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,842
| Closed | -$740K | – | 130 |
|
2023
Q1 | $740K | Buy |
+3,842
| New | +$740K | 0.11% | 84 |
|
2022
Q4 | – | Sell |
-72,431
| Closed | -$1.11M | – | 65 |
|
2022
Q3 | $1.11M | Sell |
72,431
-2,395
| -3% | -$36.7K | 1.33% | 25 |
|
2022
Q2 | $1.57M | Sell |
74,826
-14,414
| -16% | -$302K | 1.38% | 29 |
|
2022
Q1 | $1.59M | Sell |
89,240
-2,337
| -3% | -$41.7K | 1.42% | 28 |
|
2021
Q4 | $1.8M | Buy |
+91,577
| New | +$1.8M | 1.47% | 25 |
|