Groesbeck Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-55,801
| Closed | -$1.32M | – | 104 |
|
|
2019
Q1 | $1.32M | Buy |
55,801
+2,841
| +5% | +$67.3K | 1.01% | 31 |
|
|
2018
Q4 | $1.14M | Hold |
52,960
| – | – | 0.97% | 32 |
|
|
2018
Q3 | $1.34M | Sell |
52,960
-59,580
| -53% | -$1.51M | 0.91% | 34 |
|
|
2018
Q2 | $2.73M | Buy |
+112,540
| New | +$2.73M | 1.91% | 23 |
|
|
2017
Q1 | – | Sell |
-132,400
| Closed | -$4.25M | – | 88 |
|
|
2016
Q4 | $4.25M | Hold |
132,400
| – | – | 3.32% | 6 |
|
|
2016
Q3 | $4.06M | Buy |
+132,400
| New | +$4.06M | 3.01% | 8 |
|
|
2016
Q2 | – | Sell |
-99,300
| Closed | -$2.94M | – | 89 |
|
|
2016
Q1 | $2.94M | Buy |
+99,300
| New | +$2.94M | 2.1% | 16 |
|
|
2013
Q3 | – | Sell |
-134,771
| Closed | -$3.6M | – | 73 |
|
|
2013
Q2 | $3.6M | Buy |
+134,771
| New | +$3.6M | 1.52% | 30 |
|