LFA
Level Financial Advisors’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,079
| Closed | -$18.1K | – | 238 |
|
2023
Q4 | $18.1K | Sell |
1,079
-44
| -4% | -$738 | 0.01% | 166 |
|
2023
Q3 | $16.9K | Sell |
1,123
-30
| -3% | -$451 | 0.01% | 159 |
|
2023
Q2 | $18.4K | Buy |
1,153
+30
| +3% | +$478 | 0.01% | 154 |
|
2023
Q1 | $21.6K | Hold |
1,123
| – | – | 0.01% | 129 |
|
2022
Q4 | $21K | Sell |
1,123
-6
| -0.5% | -$112 | 0.01% | 126 |
|
2022
Q3 | $17K | Hold |
1,129
| – | – | 0.01% | 147 |
|
2022
Q2 | $24K | Sell |
1,129
-768
| -40% | -$16.3K | 0.02% | 137 |
|
2022
Q1 | $45K | Buy |
1,897
+1,181
| +165% | +$28K | 0.03% | 97 |
|
2021
Q4 | $18K | Buy |
+716
| New | +$18K | 0.01% | 137 |
|