MIM
Montgomery Investment Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,606
| Closed | -$228K | – | 101 |
|
|
2016
Q3 | $228K | Hold |
5,606
| – | – | 0.11% | 87 |
|
|
2016
Q2 | $242K | Hold |
5,606
| – | – | 0.12% | 86 |
|
|
2016
Q1 | $220K | Buy |
+5,606
| New | +$220K | 0.13% | 73 |
|
|
2015
Q3 | – | Sell |
-5,666
| Closed | -$201K | – | 83 |
|
|
2015
Q2 | $201K | Buy |
+5,666
| New | +$201K | 0.1% | 75 |
|
|
2013
Q4 | – | Sell |
-6,565
| Closed | -$222K | – | 74 |
|
|
2013
Q3 | $222K | Sell |
6,565
-600
| -8% | -$20.3K | 0.12% | 75 |
|
|
2013
Q2 | $254K | Buy |
+7,165
| New | +$254K | 0.14% | 73 |
|