Lyell 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
2018 Q4	–	Sell	-10,720	Closed	-$272K	–	115
2018 Q3	$272K	Buy	10,720 +1,682	+19%	+$42.7K	0.09%	101
2018 Q2	$219K	Buy	+9,038	New	+$219K	0.08%	103