LWP
Lumature Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $401K | Buy |
25,165
+7,600
| +43% | +$121K | 0.24% | 81 |
|
|
2023
Q1 | $338K | Sell |
17,565
-12,668
| -42% | -$244K | 0.19% | 88 |
|
|
2022
Q4 | $557K | Buy |
30,233
+4,926
| +19% | +$90.7K | 0.31% | 59 |
|
|
2022
Q3 | $388K | Buy |
25,307
+771
| +3% | +$11.8K | 0.21% | 84 |
|
|
2022
Q2 | $514K | Buy |
24,536
+2,984
| +14% | +$62.5K | 0.23% | 72 |
|
|
2022
Q1 | $509K | Buy |
21,552
+9,661
| +81% | +$228K | 0.2% | 92 |
|
|
2021
Q4 | $293K | Sell |
11,891
-4,310
| -27% | -$106K | 0.11% | 129 |
|
|
2021
Q3 | $438K | Hold |
16,201
| – | – | 0.18% | 94 |
|
|
2021
Q2 | $466K | Buy |
16,201
+3,032
| +23% | +$87.2K | 0.19% | 96 |
|
|
2021
Q1 | $399K | Buy |
13,169
+4,182
| +47% | +$127K | 0.21% | 96 |
|
|
2020
Q4 | $258K | Buy |
+8,987
| New | +$258K | 0.24% | 110 |
|