Lee Financial Group Hawaii’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,867
| Closed | -$279K | – | 40 |
|
|
2020
Q4 | $279K | Sell |
12,867
-33,509
| -72% | -$727K | 0.24% | 40 |
|
|
2020
Q3 | $999K | Sell |
46,376
-2,367
| -5% | -$51K | 0.83% | 23 |
|
|
2020
Q2 | $1.11M | Buy |
48,743
+138
| +0.3% | +$3.15K | 0.96% | 23 |
|
|
2020
Q1 | $1.07M | Sell |
48,605
-673
| -1% | -$14.8K | 1.23% | 16 |
|
|
2019
Q4 | $1.46M | Sell |
49,278
-9
| -0% | -$266 | 1.15% | 23 |
|
|
2019
Q3 | $1.41M | Buy |
49,287
+823
| +2% | +$23.5K | 1.26% | 22 |
|
|
2019
Q2 | $1.23M | Buy |
48,464
+1,165
| +2% | +$29.5K | 1.05% | 24 |
|
|
2019
Q1 | $1.12M | Sell |
47,299
-1,566
| -3% | -$37.1K | 1.04% | 18 |
|
|
2018
Q4 | $1.05M | Sell |
48,865
-600
| -1% | -$12.9K | 1.13% | 20 |
|
|
2018
Q3 | $1.26M | Buy |
49,465
+3,534
| +8% | +$89.7K | 1.12% | 25 |
|
|
2018
Q2 | $1.11M | Buy |
45,931
+681
| +2% | +$16.5K | 1.03% | 27 |
|
|
2018
Q1 | $1.22M | Buy |
45,250
+2,554
| +6% | +$68.7K | 1.17% | 27 |
|
|
2017
Q4 | $1.25M | Buy |
+42,696
| New | +$1.25M | 1.17% | 29 |
|