Lenox Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $44K | Sell |
1,933
-249
| -11% | -$5.67K | 0.01% | 266 |
|
|
2020
Q1 | $48K | Buy |
2,182
+37
| +2% | +$814 | 0.02% | 247 |
|
|
2019
Q4 | $63K | Sell |
2,145
-1,428
| -40% | -$41.9K | 0.02% | 255 |
|
|
2019
Q3 | $102K | Sell |
3,573
-3,589
| -50% | -$102K | 0.03% | 205 |
|
|
2019
Q2 | $181K | Buy |
7,162
+408
| +6% | +$10.3K | 0.05% | 138 |
|
|
2019
Q1 | $160K | Hold |
6,754
| – | – | 0.05% | 139 |
|
|
2018
Q4 | $146K | Sell |
6,754
-884
| -12% | -$19.1K | 0.05% | 134 |
|
|
2018
Q3 | $194K | Buy |
7,638
+4,954
| +185% | +$126K | 0.06% | 145 |
|
|
2018
Q2 | $65K | Buy |
2,684
+424
| +19% | +$10.3K | 0.02% | 205 |
|
|
2018
Q1 | $60K | Buy |
2,260
+352
| +18% | +$9.35K | 0.02% | 193 |
|
|
2017
Q4 | $56K | Sell |
1,908
-375
| -16% | -$11K | 0.02% | 196 |
|
|
2017
Q3 | $67K | Buy |
2,283
+813
| +55% | +$23.9K | 0.02% | 196 |
|
|
2017
Q2 | $42K | Sell |
1,470
-2,797
| -66% | -$79.9K | 0.02% | 220 |
|
|
2017
Q1 | $134K | Sell |
4,267
-1,164
| -21% | -$36.6K | 0.1% | 50 |
|
|
2016
Q4 | $174K | Buy |
5,431
+86
| +2% | +$2.76K | 0.13% | 35 |
|
|
2016
Q3 | $164K | Sell |
5,345
-3,001
| -36% | -$92.1K | 0.13% | 36 |
|
|
2016
Q2 | $272K | Sell |
8,346
-137
| -2% | -$4.47K | 0.2% | 22 |
|
|
2016
Q1 | $251K | Buy |
8,483
+3,354
| +65% | +$99.2K | 0.17% | 26 |
|
|
2015
Q4 | $133K | Sell |
5,129
-1,266
| -20% | -$32.8K | 0.1% | 50 |
|
|
2015
Q3 | $157K | Buy |
6,395
+3,875
| +154% | +$95.1K | 0.13% | 31 |
|
|
2015
Q2 | $68K | Buy |
2,520
+85
| +3% | +$2.29K | 0.05% | 70 |
|
|
2015
Q1 | $60K | Buy |
2,435
+199
| +9% | +$4.9K | 0.04% | 77 |
|
|
2014
Q4 | $56K | Hold |
2,236
| – | – | 0.04% | 78 |
|
|
2014
Q3 | $60K | Buy |
2,236
+50
| +2% | +$1.34K | 0.04% | 78 |
|
|
2014
Q2 | $58K | Buy |
2,186
+1,897
| +656% | +$50.3K | 0.04% | 79 |
|
|
2014
Q1 | $17K | Sell |
289
-6,062
| -95% | -$357K | 0.01% | 126 |
|
|
2013
Q4 | $169K | Buy |
+6,351
| New | +$169K | 0.11% | 57 |
|