KA
Kaizen Advisory’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $558K | Buy |
19,538
+2,178
| +13% | +$62.2K | 0.39% | 107 |
|
|
2018
Q3 | $583K | Hold |
17,360
| – | – | 0.3% | 116 |
|
|
2018
Q2 | $557K | Buy |
17,360
+11,413
| +192% | +$366K | 0.28% | 116 |
|
|
2018
Q1 | $212K | Hold |
5,947
| – | – | 0.21% | 93 |
|
|
2017
Q4 | $231K | Buy |
+5,947
| New | +$231K | 0.14% | 111 |
|