Montis Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,309
| Closed | -$322K | – | 85 |
|
|
2021
Q4 | $322K | Buy |
+17,309
| New | +$322K | 0.23% | 49 |
|
|
2021
Q2 | – | Sell |
-24,985
| Closed | -$575K | – | 71 |
|
|
2021
Q1 | $575K | Hold |
24,985
| – | – | 0.54% | 28 |
|
|
2020
Q4 | $550K | Buy |
+24,985
| New | +$550K | 0.55% | 28 |
|