HC Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,803
| Closed | -$52K | – | 338 |
|
|
2021
Q4 | $52K | Buy |
2,803
+2,648
| +1,708% | +$49.1K | 0.03% | 136 |
|
|
2021
Q3 | $3K | Sell |
155
-2,602
| -94% | -$50.4K | ﹤0.01% | 293 |
|
|
2021
Q2 | $60K | Sell |
2,757
-2,041
| -43% | -$44.4K | 0.04% | 124 |
|
|
2021
Q1 | $110K | Sell |
4,798
-1,993
| -29% | -$45.7K | 0.07% | 96 |
|
|
2020
Q4 | $148K | Buy |
6,791
+1,194
| +21% | +$26K | 0.09% | 87 |
|
|
2020
Q3 | $121K | Buy |
5,597
+482
| +9% | +$10.4K | 0.09% | 85 |
|
|
2020
Q2 | $117K | Sell |
5,115
-3,911
| -43% | -$89.5K | 0.09% | 79 |
|
|
2020
Q1 | $199K | Buy |
9,026
+198
| +2% | +$4.37K | 0.18% | 65 |
|
|
2019
Q4 | $261K | Buy |
+8,828
| New | +$261K | 0.21% | 67 |
|
|
2018
Q4 | – | Sell |
-10,209
| Closed | -$259K | – | 62 |
|
|
2018
Q3 | $259K | Sell |
10,209
-62,591
| -86% | -$1.59M | 0.23% | 63 |
|
|
2018
Q2 | $1.77M | Buy |
72,800
+36,214
| +99% | +$878K | 1.72% | 25 |
|
|
2018
Q1 | $985K | Sell |
36,586
-2,104
| -5% | -$56.6K | 0.97% | 44 |
|
|
2017
Q4 | $1.14M | Buy |
+38,690
| New | +$1.14M | 1.1% | 42 |
|