McElhenny Sheffield Capital Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,522
Closed -$108K 557
2022
Q4
$108K Buy
+5,522
New +$108K 0.05% 123
2021
Q4
Sell
-9,886
Closed -$202K 138
2021
Q3
$202K Buy
+9,886
New +$202K 0.09% 115