MWM
Midwest Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-64,670
| Closed | -$1.75M | – | 99 |
|
|
2021
Q3 | $1.75M | Buy |
64,670
+2,837
| +5% | +$76.6K | 1.2% | 30 |
|
|
2021
Q2 | $1.78M | Buy |
61,833
+6,182
| +11% | +$178K | 1.27% | 29 |
|
|
2021
Q1 | $1.69M | Buy |
55,651
+3,254
| +6% | +$98.5K | 1.37% | 25 |
|
|
2020
Q4 | $1.51M | Buy |
+52,397
| New | +$1.51M | 1.38% | 23 |
|