Integrated Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.84M | Buy |
58,733
+6,836
| +13% | +$215K | 0.62% | 44 |
|
|
2016
Q4 | $1.67M | Sell |
51,897
-2,399
| -4% | -$77.1K | 0.62% | 46 |
|
|
2016
Q3 | $1.67M | Buy |
54,296
+7,736
| +17% | +$237K | 0.6% | 44 |
|
|
2016
Q2 | $1.52M | Sell |
46,560
-4,108
| -8% | -$134K | 0.59% | 40 |
|
|
2016
Q1 | $1.5M | Sell |
50,668
-3,819
| -7% | -$113K | 0.63% | 39 |
|
|
2015
Q4 | $1.42M | Sell |
54,487
-2,432
| -4% | -$63.2K | 0.61% | 39 |
|
|
2015
Q3 | $1.4M | Buy |
56,919
+9,113
| +19% | +$224K | 0.61% | 38 |
|
|
2015
Q2 | $1.28M | Buy |
47,806
+1,898
| +4% | +$50.9K | 0.5% | 44 |
|
|
2015
Q1 | $1.13M | Buy |
+45,908
| New | +$1.13M | 0.47% | 49 |
|