Lake Street Private Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,559
| Closed | -$215K | – | 333 |
|
|
2021
Q3 | $215K | Sell |
10,559
-48
| -0.5% | -$977 | 0.05% | 211 |
|
|
2021
Q2 | $233K | Sell |
10,607
-10,758
| -50% | -$236K | 0.06% | 191 |
|
|
2021
Q1 | $488K | Buy |
21,365
+1,077
| +5% | +$24.6K | 0.13% | 141 |
|
|
2020
Q4 | $441K | Sell |
20,288
-72,968
| -78% | -$1.59M | 0.13% | 139 |
|
|
2020
Q3 | $2.01M | Buy |
93,256
+1,061
| +1% | +$22.8K | 0.67% | 45 |
|
|
2020
Q2 | $2.11M | Buy |
92,195
+6,221
| +7% | +$142K | 0.78% | 40 |
|
|
2020
Q1 | $1.89M | Buy |
85,974
+11,388
| +15% | +$251K | 0.86% | 39 |
|
|
2019
Q4 | $2.2M | Buy |
74,586
+9,997
| +15% | +$295K | 0.84% | 42 |
|
|
2019
Q3 | $1.85M | Buy |
64,589
+43,348
| +204% | +$1.24M | 0.84% | 41 |
|
|
2019
Q2 | $538K | Buy |
21,241
+8,325
| +64% | +$211K | 0.32% | 72 |
|
|
2019
Q1 | $306K | Buy |
+12,916
| New | +$306K | 0.21% | 84 |
|