KOMWMG
Kerntke Otto McGlone Wealth Management Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,508
| Closed | -$504K | – | 117 |
|
|
2021
Q2 | $504K | Sell |
17,508
-7,273
| -29% | -$209K | 0.2% | 78 |
|
|
2021
Q1 | $750K | Sell |
24,781
-1,872
| -7% | -$56.7K | 0.39% | 51 |
|
|
2020
Q4 | $767K | Sell |
26,653
-2,903
| -10% | -$83.5K | 0.45% | 50 |
|
|
2020
Q3 | $843K | Buy |
29,556
+1,270
| +4% | +$36.2K | 0.62% | 41 |
|
|
2020
Q2 | $855K | Buy |
28,286
+2,685
| +10% | +$81.2K | 0.78% | 33 |
|
|
2020
Q1 | $746K | Sell |
25,601
-204
| -0.8% | -$5.94K | 0.84% | 32 |
|
|
2019
Q4 | $1.01M | Buy |
+25,805
| New | +$1.01M | 0.85% | 31 |
|