Heck Capital Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,202
| Closed | -$102K | – | 100 |
|
|
2018
Q2 | $102K | Buy |
4,202
+23
| +0.6% | +$558 | 0.04% | 93 |
|
|
2018
Q1 | $113K | Sell |
4,179
-1
| -0% | -$27 | 0.05% | 78 |
|
|
2017
Q4 | $123K | Buy |
4,180
+25
| +0.6% | +$734 | 0.06% | 75 |
|
|
2017
Q3 | $123K | Buy |
4,155
+110
| +3% | +$3.25K | 0.07% | 74 |
|
|
2017
Q2 | $115K | Sell |
4,045
-303
| -7% | -$8.63K | 0.07% | 68 |
|
|
2017
Q1 | $136K | Sell |
4,348
-193
| -4% | -$6.06K | 0.08% | 53 |
|
|
2016
Q4 | $146K | Buy |
+4,541
| New | +$146K | 0.11% | 47 |
|