LPWM
Lake Point Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $25K | Buy |
1,210
+1
| +0.1% | +$21 | 0.01% | 103 |
|
|
2022
Q1 | $29K | Sell |
1,209
-3,405
| -74% | -$81.7K | 0.01% | 94 |
|
|
2021
Q4 | $113K | Buy |
4,614
+368
| +9% | +$9.01K | 0.05% | 41 |
|
|
2021
Q3 | $115K | Sell |
4,246
-241
| -5% | -$6.53K | 0.05% | 36 |
|
|
2021
Q2 | $129K | Buy |
+4,487
| New | +$129K | 0.06% | 36 |
|
|
2020
Q1 | $220K | Buy |
7,556
+91
| +1% | +$2.65K | 0.19% | 23 |
|
|
2019
Q4 | $292K | Buy |
+7,465
| New | +$292K | 0.1% | 33 |
|
|
2019
Q2 | $118K | Hold |
3,521
| – | – | 0.04% | 63 |
|
|
2019
Q1 | $118K | Sell |
3,521
-31,731
| -90% | -$1.06M | 0.04% | 63 |
|
|
2018
Q4 | $1.01M | Buy |
+35,252
| New | +$1.01M | 0.38% | 52 |
|