McDaniel Terry & Co’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,872
| Closed | -$350K | – | 82 |
|
|
2019
Q4 | $350K | Buy |
11,872
+170
| +1% | +$5.01K | 0.05% | 62 |
|
|
2019
Q3 | $334K | Buy |
11,702
+2,083
| +22% | +$59.5K | 0.05% | 61 |
|
|
2019
Q2 | $243K | Sell |
9,619
-75
| -0.8% | -$1.9K | 0.04% | 58 |
|
|
2019
Q1 | $230K | Sell |
9,694
-4,330
| -31% | -$103K | 0.04% | 58 |
|
|
2018
Q4 | $302K | Sell |
14,024
-331
| -2% | -$7.13K | 0.06% | 46 |
|
|
2018
Q3 | $364K | Sell |
14,355
-299
| -2% | -$7.58K | 0.06% | 49 |
|
|
2018
Q2 | $355K | Hold |
14,654
| – | – | 0.07% | 47 |
|
|
2018
Q1 | $395K | Sell |
14,654
-2,218
| -13% | -$59.8K | 0.07% | 44 |
|
|
2017
Q4 | $495K | Hold |
16,872
| – | – | 0.09% | 41 |
|
|
2017
Q3 | $499K | Buy |
16,872
+746
| +5% | +$22.1K | 0.09% | 40 |
|
|
2017
Q2 | $460K | Sell |
16,126
-322
| -2% | -$9.19K | 0.09% | 43 |
|
|
2017
Q1 | $516K | Sell |
16,448
-5,881
| -26% | -$184K | 0.1% | 40 |
|
|
2016
Q4 | $717K | Buy |
22,329
+3,210
| +17% | +$103K | 0.15% | 35 |
|
|
2016
Q3 | $586K | Sell |
19,119
-1,002
| -5% | -$30.7K | 0.13% | 35 |
|
|
2016
Q2 | $657K | Buy |
+20,121
| New | +$657K | 0.15% | 36 |
|