Integrated Wealth Counsel’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $147K | Hold |
4,582
| – | – | 0.32% | 37 |
|
|
2016
Q3 | $141K | Buy |
4,582
+3,258
| +246% | +$100K | 0.3% | 37 |
|
|
2016
Q2 | $43K | Hold |
1,324
| – | – | 0.1% | 50 |
|
|
2016
Q1 | $39K | Hold |
1,324
| – | – | 0.09% | 50 |
|
|
2015
Q4 | $34K | Hold |
1,324
| – | – | 0.05% | 52 |
|
|
2015
Q3 | $33K | Hold |
1,324
| – | – | 0.06% | 58 |
|
|
2015
Q2 | $36K | Hold |
1,324
| – | – | 0.05% | 59 |
|
|
2015
Q1 | $33K | Hold |
1,324
| – | – | 0.04% | 69 |
|
|
2014
Q4 | $34K | Hold |
1,324
| – | – | 0.04% | 69 |
|
|
2014
Q3 | $35K | Hold |
1,324
| – | – | 0.04% | 66 |
|
|
2014
Q2 | $35K | Sell |
1,324
-212
| -14% | -$5.6K | 0.03% | 83 |
|
|
2014
Q1 | $41K | Sell |
1,536
-915
| -37% | -$24.4K | 0.03% | 104 |
|
|
2013
Q4 | $65K | Hold |
2,451
| – | – | 0.05% | 88 |
|
|
2013
Q3 | $62.6K | Buy |
2,451
+80
| +3% | +$2.04K | 0.05% | 90 |
|
|
2013
Q2 | $63K | Buy |
+2,371
| New | +$63K | 0.05% | 95 |
|