Kiwi Wealth Investments Limited Partnership’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-121,073
| Closed | -$1.93M | – | 175 |
|
|
2023
Q2 | $1.93M | Buy |
+121,073
| New | +$1.93M | 0.12% | 130 |
|
|
2020
Q3 | – | Sell |
-250,006
| Closed | -$5.71M | – | 262 |
|
|
2020
Q2 | $5.71M | Hold |
250,006
| – | – | 0.46% | 60 |
|
|
2020
Q1 | $5.5M | Buy |
+250,006
| New | +$5.5M | 0.55% | 54 |
|
|
2019
Q1 | – | Sell |
-267,043
| Closed | -$5.76M | – | 198 |
|
|
2018
Q4 | $5.76M | Sell |
267,043
-32,364
| -11% | -$698K | 0.6% | 51 |
|
|
2018
Q3 | $7.59M | Sell |
299,407
-306,128
| -51% | -$7.76M | 0.71% | 38 |
|
|
2018
Q2 | $14.7M | Buy |
605,535
+431,323
| +248% | +$10.5M | 1.4% | 19 |
|
|
2018
Q1 | $4.69M | Buy |
174,212
+101,015
| +138% | +$2.72M | 0.46% | 67 |
|
|
2017
Q4 | $2.15M | Buy |
+73,197
| New | +$2.15M | 0.24% | 102 |
|
|
2017
Q2 | – | Sell |
-28,433
| Closed | -$892K | – | 179 |
|
|
2017
Q1 | $892K | Buy |
+28,433
| New | +$892K | 0.07% | 149 |
|
|
2016
Q2 | – | Sell |
-129,197
| Closed | -$3.82M | – | 129 |
|
|
2016
Q1 | $3.82M | Buy |
+129,197
| New | +$3.82M | 0.39% | 86 |
|