Midwest Heritage Bank’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,671
| Closed | -$323K | – | 61 |
|
|
2024
Q3 | $323K | Sell |
14,671
-1,050
| -7% | -$23.1K | 0.15% | 44 |
|
|
2024
Q2 | $300K | Buy |
15,721
+1,551
| +11% | +$29.6K | 0.15% | 43 |
|
|
2024
Q1 | $249K | Hold |
14,170
| – | – | 0.13% | 47 |
|
|
2023
Q4 | $238K | Hold |
14,170
| – | – | 0.16% | 49 |
|
|
2023
Q3 | $213K | Sell |
14,170
-200
| -1% | -$3K | 0.16% | 48 |
|
|
2023
Q2 | $229K | Hold |
14,370
| – | – | 0.17% | 47 |
|
|
2023
Q1 | $277K | Hold |
14,370
| – | – | 0.22% | 44 |
|
|
2022
Q4 | $265K | Sell |
14,370
-141
| -1% | -$2.6K | 0.26% | 53 |
|
|
2022
Q3 | $223K | Hold |
14,511
| – | – | 0.23% | 55 |
|
|
2022
Q2 | $304K | Sell |
14,511
-4,367
| -23% | -$91.5K | 0.27% | 52 |
|
|
2022
Q1 | $337K | Buy |
18,878
+5,826
| +45% | +$104K | 0.26% | 47 |
|
|
2021
Q4 | $243K | Buy |
+13,052
| New | +$243K | 0.24% | 49 |
|