Insight Wealth Strategies’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,971
| Closed | -$365K | – | 231 |
|
|
2021
Q1 | $365K | Buy |
15,971
+362
| +2% | +$8.27K | 0.05% | 160 |
|
|
2020
Q4 | $339K | Sell |
15,609
-1,509
| -9% | -$32.8K | 0.06% | 151 |
|
|
2020
Q3 | $369K | Sell |
17,118
-17
| -0.1% | -$366 | 0.07% | 126 |
|
|
2020
Q2 | $391K | Buy |
17,135
+683
| +4% | +$15.6K | 0.09% | 104 |
|
|
2020
Q1 | $362K | Buy |
16,452
+2,334
| +17% | +$51.4K | 0.1% | 102 |
|
|
2019
Q4 | $417K | Buy |
14,118
+4,568
| +48% | +$135K | 0.09% | 148 |
|
|
2019
Q3 | $273K | Buy |
+9,550
| New | +$273K | 0.06% | 163 |
|