Israel Discount Bank of New York’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,900
| Closed | -$192K | – | 75 |
|
|
2024
Q1 | $192K | Sell |
10,900
-5,859
| -35% | -$103K | 0.24% | 77 |
|
|
2023
Q4 | $281K | Sell |
16,759
-491
| -3% | -$8.24K | 0.22% | 82 |
|
|
2023
Q3 | $259K | Buy |
17,250
+264
| +2% | +$3.97K | 0.22% | 79 |
|
|
2023
Q2 | $271K | Sell |
16,986
-1,764
| -9% | -$28.1K | 0.22% | 79 |
|
|
2023
Q1 | $361K | Buy |
+18,750
| New | +$361K | 0.27% | 73 |
|
|
2021
Q1 | $230K | Sell |
10,035
-275
| -3% | -$6.3K | 0.18% | 79 |
|
|
2020
Q4 | $223K | Hold |
10,310
| – | – | 0.16% | 79 |
|
|
2020
Q3 | $222K | Sell |
10,310
-1,125
| -10% | -$24.2K | 0.14% | 83 |
|
|
2020
Q2 | $261K | Sell |
11,435
-660
| -5% | -$15.1K | 0.18% | 79 |
|
|
2020
Q1 | $267K | Sell |
12,095
-858
| -7% | -$18.9K | 0.2% | 76 |
|
|
2019
Q4 | $382K | Buy |
+12,953
| New | +$382K | 0.25% | 74 |
|
|
2019
Q2 | – | Sell |
-4,290
| Closed | -$102K | – | 327 |
|
|
2019
Q1 | $102K | Sell |
4,290
-529
| -11% | -$12.6K | 0.07% | 118 |
|
|
2018
Q4 | $104K | Sell |
4,819
-530
| -10% | -$11.4K | 0.08% | 108 |
|
|
2018
Q3 | $136K | Sell |
5,349
-46
| -0.9% | -$1.17K | 0.09% | 100 |
|
|
2018
Q2 | $131K | Hold |
5,395
| – | – | 0.09% | 106 |
|
|
2018
Q1 | $145K | Hold |
5,395
| – | – | 0.1% | 96 |
|
|
2017
Q4 | $159K | Hold |
5,395
| – | – | 0.11% | 91 |
|
|
2017
Q3 | $160K | Hold |
5,395
| – | – | 0.12% | 87 |
|
|
2017
Q2 | $154K | Buy |
5,395
+33
| +0.6% | +$942 | 0.12% | 90 |
|
|
2017
Q1 | $168K | Sell |
5,362
-728
| -12% | -$22.8K | 0.14% | 86 |
|
|
2016
Q4 | $196K | Buy |
+6,090
| New | +$196K | 0.18% | 91 |
|