Kapstone Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,263
| Closed | -$154K | – | 102 |
|
|
2023
Q3 | $154K | Sell |
10,263
-4,250
| -29% | -$63.8K | 0.14% | 90 |
|
|
2023
Q2 | $208K | Sell |
14,513
-3,556
| -20% | -$50.8K | 0.17% | 97 |
|
|
2023
Q1 | $361K | Sell |
18,069
-1,320
| -7% | -$26.3K | 0.33% | 64 |
|
|
2022
Q4 | $393K | Buy |
+19,389
| New | +$393K | 0.36% | 62 |
|