HGWM
Harvest Group Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,759
| Closed | -$166K | – | 638 |
|
|
2020
Q4 | $166K | Sell |
5,759
-156
| -3% | -$4.5K | 0.1% | 45 |
|
|
2020
Q3 | $169K | Buy |
5,915
+17
| +0.3% | +$486 | 0.12% | 43 |
|
|
2020
Q2 | $178K | Sell |
5,898
-360
| -6% | -$10.9K | 0.15% | 37 |
|
|
2020
Q1 | $182K | Buy |
6,258
+413
| +7% | +$12K | 0.18% | 36 |
|
|
2019
Q4 | $228K | Sell |
5,845
-737
| -11% | -$28.7K | 0.2% | 29 |
|
|
2019
Q3 | $249K | Buy |
6,582
+211
| +3% | +$7.98K | 0.31% | 23 |
|
|
2019
Q2 | $213K | Sell |
6,371
-6,895
| -52% | -$231K | 0.27% | 23 |
|
|
2019
Q1 | $416K | Sell |
13,266
-103
| -0.8% | -$3.23K | 0.38% | 26 |
|
|
2018
Q4 | $382K | Buy |
+13,369
| New | +$382K | 0.49% | 22 |
|
|
2018
Q2 | – | Sell |
-13,485
| Closed | -$481K | – | 44 |
|
|
2018
Q1 | $481K | Buy |
13,485
+348
| +3% | +$12.4K | 0.32% | 29 |
|
|
2017
Q4 | $511K | Buy |
+13,137
| New | +$511K | 0.31% | 29 |
|