GWAM
Guardian Wealth Advisors (Minnesota)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,202
| Closed | -$325K | – | 66 |
|
|
2021
Q4 | $325K | Sell |
13,202
-4,612
| -26% | -$114K | 0.26% | 52 |
|
|
2021
Q3 | $481K | Sell |
17,814
-2,486
| -12% | -$67.1K | 0.43% | 40 |
|
|
2021
Q2 | $584K | Buy |
20,300
+86
| +0.4% | +$2.47K | 0.51% | 34 |
|
|
2021
Q1 | $612K | Buy |
20,214
+198
| +1% | +$6K | 0.57% | 29 |
|
|
2020
Q4 | $576K | Buy |
+20,016
| New | +$576K | 0.57% | 29 |
|