Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,799
| Closed | -$220K | – | 134 |
|
|
2021
Q3 | $220K | Sell |
10,799
-20,210
| -65% | -$412K | 0.13% | 126 |
|
|
2021
Q2 | $674K | Sell |
31,009
-9,143
| -23% | -$199K | 0.41% | 77 |
|
|
2021
Q1 | $918K | Sell |
40,152
-8,625
| -18% | -$197K | 0.61% | 59 |
|
|
2020
Q4 | $1.06M | Sell |
48,777
-9,189
| -16% | -$200K | 0.78% | 48 |
|
|
2020
Q3 | $1.25M | Sell |
57,966
-230
| -0.4% | -$4.95K | 1.05% | 35 |
|
|
2020
Q2 | $1.33M | Buy |
58,196
+1,790
| +3% | +$40.9K | 1.24% | 28 |
|
|
2020
Q1 | $1.24M | Buy |
56,406
+1,543
| +3% | +$34K | 1.46% | 26 |
|
|
2019
Q4 | $1.62M | Buy |
+54,863
| New | +$1.62M | 1.4% | 24 |
|