Heritage Wealth Management (Arizona)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $207K | Buy |
11,252
+6,642
| +144% | +$122K | 0.03% | 327 |
|
|
2022
Q3 | $71K | Buy |
4,610
+365
| +9% | +$5.62K | 0.02% | 362 |
|
|
2022
Q2 | $89K | Sell |
4,245
-1,783
| -30% | -$37.4K | 0.03% | 350 |
|
|
2022
Q1 | $108K | Buy |
+6,028
| New | +$108K | 0.03% | 360 |
|
|
2021
Q3 | $101K | Hold |
4,929
| – | – | 0.04% | 339 |
|
|
2021
Q2 | $107K | Sell |
4,929
-3,301
| -40% | -$71.7K | 0.04% | 327 |
|
|
2021
Q1 | $188K | Buy |
+8,230
| New | +$188K | 0.11% | 173 |
|