Lauer Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,211
| Closed | -$268K | – | 45 |
|
|
2024
Q2 | $268K | Sell |
14,211
-5,796
| -29% | -$109K | 0.21% | 31 |
|
|
2024
Q1 | $329K | Sell |
20,007
-409
| -2% | -$6.72K | 0.29% | 35 |
|
|
2023
Q4 | $343K | Buy |
20,416
+1,787
| +10% | +$30K | 0.32% | 31 |
|
|
2023
Q3 | $268K | Sell |
18,629
-1,495
| -7% | -$21.5K | 0.29% | 36 |
|
|
2023
Q2 | $292K | Sell |
20,124
-2,243
| -10% | -$32.5K | 0.3% | 38 |
|
|
2023
Q1 | $408K | Buy |
+22,367
| New | +$408K | 0.51% | 30 |
|