LWP
Legacy Wealth Planning’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $229K | Buy |
14,938
+891
| +6% | +$13.7K | 0.38% | 61 |
|
|
2022
Q2 | $294K | Sell |
14,047
-10,081
| -42% | -$211K | 0.42% | 57 |
|
|
2022
Q1 | $570K | Sell |
24,128
-674
| -3% | -$15.9K | 0.67% | 36 |
|
|
2021
Q4 | $610K | Sell |
24,802
-6,655
| -21% | -$164K | 0.7% | 33 |
|
|
2021
Q3 | $850K | Sell |
31,457
-1,180
| -4% | -$31.9K | 0.95% | 26 |
|
|
2021
Q2 | $939K | Buy |
32,637
+1,204
| +4% | +$34.6K | 1.07% | 24 |
|
|
2021
Q1 | $951K | Sell |
31,433
-1,315
| -4% | -$39.8K | 1.21% | 23 |
|
|
2020
Q4 | $942K | Buy |
32,748
+270
| +0.8% | +$7.77K | 1.21% | 22 |
|
|
2020
Q3 | $926K | Buy |
32,478
+545
| +2% | +$15.5K | 1.06% | 25 |
|
|
2020
Q2 | $965K | Buy |
31,933
+180
| +0.6% | +$5.44K | 1.15% | 23 |
|
|
2020
Q1 | $926K | Buy |
31,753
+2,246
| +8% | +$65.5K | 1.48% | 15 |
|
|
2019
Q4 | $1.15M | Buy |
+29,507
| New | +$1.15M | 1.31% | 20 |
|