Gupta Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.03M | Sell |
34,914
-6,759
| -16% | -$200K | 0.24% | 89 |
|
|
2015
Q4 | $1.08M | Sell |
41,673
-5,496
| -12% | -$143K | 0.28% | 82 |
|
|
2015
Q3 | $1.16M | Buy |
47,169
+6,529
| +16% | +$161K | 0.28% | 77 |
|
|
2015
Q2 | $1.09M | Buy |
40,640
+4,775
| +13% | +$128K | 0.27% | 85 |
|
|
2015
Q1 | $884K | Buy |
+35,865
| New | +$884K | 0.26% | 91 |
|