MWM
Minot Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $671K | Buy |
32,026
+808
| +3% | +$16.9K | 0.17% | 97 |
|
|
2022
Q1 | $738K | Sell |
31,218
-3,462
| -10% | -$81.8K | 0.16% | 102 |
|
|
2021
Q4 | $853K | Sell |
34,680
-4,748
| -12% | -$117K | 0.16% | 100 |
|
|
2021
Q3 | $1.07M | Buy |
39,428
+496
| +1% | +$13.4K | 0.23% | 85 |
|
|
2021
Q2 | $1.1M | Buy |
38,932
+14,010
| +56% | +$396K | 0.24% | 81 |
|
|
2021
Q1 | $754K | Buy |
24,922
+8,272
| +50% | +$250K | 0.19% | 102 |
|
|
2020
Q4 | $479K | Sell |
16,650
-4,547
| -21% | -$131K | 0.14% | 104 |
|
|
2020
Q3 | $604K | Sell |
21,197
-2,396
| -10% | -$68.3K | 0.23% | 87 |
|
|
2020
Q2 | $713K | Sell |
23,593
-18,276
| -44% | -$552K | 0.36% | 70 |
|
|
2020
Q1 | $1.22M | Buy |
41,869
+27,496
| +191% | +$801K | 0.87% | 43 |
|
|
2019
Q4 | $561K | Buy |
+14,373
| New | +$561K | 0.26% | 83 |
|