LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,219
| Closed | -$153K | – | 178 |
|
|
2023
Q3 | $153K | Sell |
10,219
-1,799
| -15% | -$27K | 0.04% | 154 |
|
|
2023
Q2 | $192K | Sell |
12,018
-599
| -5% | -$9.55K | 0.06% | 150 |
|
|
2023
Q1 | $243K | Sell |
12,617
-299
| -2% | -$5.76K | 0.08% | 133 |
|
|
2022
Q4 | $238K | Buy |
+12,916
| New | +$238K | 0.08% | 122 |
|