Hefty Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $52K | Sell |
1,920
-10,793
| -85% | -$292K | 0.03% | 141 |
|
|
2017
Q4 | $373K | Sell |
12,713
-11,708
| -48% | -$344K | 0.23% | 76 |
|
|
2017
Q3 | $722K | Buy |
24,421
+38
| +0.2% | +$1.12K | 0.48% | 59 |
|
|
2017
Q2 | $694K | Buy |
24,383
+21,673
| +800% | +$617K | 0.47% | 63 |
|
|
2017
Q1 | $85K | Buy |
2,710
+100
| +4% | +$3.14K | 0.06% | 101 |
|
|
2016
Q4 | $83K | Sell |
2,610
-46,544
| -95% | -$1.48M | 0.07% | 91 |
|
|
2016
Q3 | $1.51M | Buy |
49,154
+48,816
| +14,443% | +$1.5M | 1.14% | 26 |
|
|
2016
Q2 | $11K | Sell |
338
-49,256
| -99% | -$1.6M | 0.01% | 141 |
|
|
2016
Q1 | $1.47M | Buy |
49,594
+9,289
| +23% | +$275K | 1.37% | 25 |
|
|
2015
Q4 | $1.05M | Buy |
+40,305
| New | +$1.05M | 1% | 35 |
|