Lucia Wealth Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $54K | Sell |
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|
2020
Q2 | $91K | Sell |
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|
2020
Q1 | $97K | Buy |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $64K | Sell |
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|
2019
Q1 | $65K | Sell |
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|
2018
Q4 | $399K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $850K | Buy |
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|
2018
Q1 | $640K | Buy |
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|
2017
Q4 | $504K | Buy |
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