KLI
Kelman-Lazarov Inc’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,440
| Closed | -$225K | – | 89 |
|
|
2021
Q1 | $225K | Hold |
7,440
| – | – | 0.08% | 78 |
|
|
2020
Q4 | $214K | Hold |
7,440
| – | – | 0.08% | 77 |
|
|
2020
Q3 | $212K | Sell |
7,440
-140
| -2% | -$3.99K | 0.1% | 70 |
|
|
2020
Q2 | $229K | Sell |
7,580
-3,530
| -32% | -$107K | 0.11% | 70 |
|
|
2020
Q1 | $324K | Sell |
11,110
-6,741
| -38% | -$197K | 0.17% | 53 |
|
|
2019
Q4 | $698K | Buy |
17,851
+5,389
| +43% | +$211K | 0.31% | 48 |
|
|
2019
Q3 | $472K | Buy |
+12,462
| New | +$472K | 0.23% | 55 |
|
|
2018
Q1 | – | Sell |
-6,902
| Closed | -$268K | – | 119 |
|
|
2017
Q4 | $268K | Buy |
+6,902
| New | +$268K | 0.14% | 101 |
|
|
2017
Q1 | – | Sell |
-3,196
| Closed | -$136K | – | 236 |
|
|
2016
Q4 | $136K | Sell |
3,196
-2,150
| -40% | -$91.4K | 0.08% | 123 |
|
|
2016
Q3 | $213K | Hold |
5,346
| – | – | 0.12% | 106 |
|
|
2016
Q2 | $232K | Buy |
5,346
+1,211
| +29% | +$52.6K | 0.13% | 107 |
|
|
2016
Q1 | $161K | Buy |
+4,135
| New | +$161K | 0.09% | 123 |
|