Harfst & Associates’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,134
| Closed | -$60K | – | 199 |
|
|
2017
Q2 | $60K | Sell |
2,134
-1,187
| -36% | -$33.4K | 0.02% | 137 |
|
|
2017
Q1 | $104K | Sell |
3,321
-11,357
| -77% | -$356K | 0.04% | 116 |
|
|
2016
Q4 | $471K | Sell |
14,678
-3,373
| -19% | -$108K | 0.24% | 27 |
|
|
2016
Q3 | $553K | Sell |
18,051
-633
| -3% | -$19.4K | 0.29% | 22 |
|
|
2016
Q2 | $609K | Sell |
18,684
-2,691
| -13% | -$87.7K | 0.25% | 66 |
|
|
2016
Q1 | $632K | Buy |
21,375
+7,740
| +57% | +$229K | 0.41% | 21 |
|
|
2015
Q4 | $354K | Buy |
13,635
+702
| +5% | +$18.2K | 0.14% | 77 |
|
|
2015
Q3 | $318K | Sell |
12,933
-6,027
| -32% | -$148K | 0.14% | 78 |
|
|
2015
Q2 | $509K | Buy |
+18,960
| New | +$509K | 0.29% | 22 |
|