LWM
Lyons Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,080
| Closed | -$361K | – | 67 |
|
|
2015
Q1 | $361K | Buy |
+11,080
| New | +$361K | 0.39% | 40 |
|
|
2014
Q3 | – | Sell |
-8,904
| Closed | -$316K | – | 82 |
|
|
2014
Q2 | $316K | Buy |
+8,904
| New | +$316K | 0.28% | 51 |
|
|
2013
Q4 | – | Sell |
-8,769
| Closed | -$296K | – | 79 |
|
|
2013
Q3 | $296K | Hold |
8,769
| – | – | 0.27% | 37 |
|
|
2013
Q2 | $312K | Buy |
+8,769
| New | +$312K | 0.32% | 33 |
|