KPW
Kore Private Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $228K | Buy |
14,869
+171
| +1% | +$2.62K | 0.04% | 228 |
|
|
2022
Q2 | $308K | Sell |
14,698
-22,501
| -60% | -$472K | 0.05% | 212 |
|
|
2022
Q1 | $879K | Buy |
37,199
+19,546
| +111% | +$462K | 0.11% | 129 |
|
|
2021
Q4 | $434K | Sell |
17,653
-19,576
| -53% | -$481K | 0.05% | 188 |
|
|
2021
Q3 | $1.01M | Sell |
37,229
-5,984
| -14% | -$162K | 0.11% | 148 |
|
|
2021
Q2 | $1.24M | Sell |
43,213
-13,685
| -24% | -$394K | 0.14% | 117 |
|
|
2021
Q1 | $1.72M | Buy |
56,898
+19,888
| +54% | +$602K | 0.23% | 78 |
|
|
2020
Q4 | $1.06M | Buy |
37,010
+4,488
| +14% | +$129K | 0.16% | 91 |
|
|
2020
Q3 | $927K | Sell |
32,522
-4
| -0% | -$114 | 0.18% | 91 |
|
|
2020
Q2 | $983K | Sell |
32,526
-36,040
| -53% | -$1.09M | 0.2% | 82 |
|
|
2020
Q1 | $2M | Buy |
68,566
+40,541
| +145% | +$1.18M | 0.48% | 51 |
|
|
2019
Q4 | $1.1M | Sell |
28,025
-5,698
| -17% | -$223K | 0.21% | 87 |
|
|
2019
Q3 | $1.26M | Sell |
33,723
-24,934
| -43% | -$932K | 0.28% | 75 |
|
|
2019
Q2 | $1.97M | Sell |
58,657
-28,877
| -33% | -$968K | 0.44% | 46 |
|
|
2019
Q1 | $2.75M | Buy |
87,534
+4,880
| +6% | +$153K | 0.62% | 42 |
|
|
2018
Q4 | $2.36M | Buy |
+82,654
| New | +$2.36M | 0.65% | 39 |
|