Levy Wealth Management Group’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-10,176
Closed -$221K 69
2021
Q2
$221K Buy
10,176
+6
+0.1% +$130 0.13% 64
2021
Q1
$233K Sell
10,170
-324
-3% -$7.42K 0.15% 56
2020
Q4
$228K Buy
+10,494
New +$228K 0.16% 51