Milestone Investment Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,931
Closed -$224K 406
2023
Q3
$224K Buy
+14,931
New +$224K 0.06% 98
2023
Q2
Sell
-15,671
Closed -$302K 402
2023
Q1
$302K Buy
+15,671
New +$302K 0.09% 79