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Marks Group Wealth Management’s AT&T T Stock Holding History

Marks Group Wealth Management’s Portfolio T Stock Details T Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,376
Closed -$219K – 285
2023
Q1 		$219K Sell
11,376
-24,792
-69% -$477K 0.03% 266
2022
Q4 		$666K Buy
+36,168
New +$666K 0.09% 185