MCIA
Mountain Capital Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93,617
| Closed | -$1.4M | – | 69 |
|
|
2023
Q2 | $1.4M | Sell |
93,617
-25,732
| -22% | -$385K | 0.53% | 36 |
|
|
2023
Q1 | $2.38M | Buy |
119,349
+18,697
| +19% | +$373K | 1.05% | 20 |
|
|
2022
Q4 | $1.96M | Buy |
100,652
+14,893
| +17% | +$290K | 0.89% | 40 |
|
|
2022
Q3 | $1.33M | Buy |
85,759
+7,320
| +9% | +$114K | 0.7% | 50 |
|
|
2022
Q2 | $1.66M | Buy |
78,439
+23,315
| +42% | +$493K | 0.83% | 35 |
|
|
2022
Q1 | $1.08M | Buy |
55,124
+1,438
| +3% | +$28.2K | 0.51% | 63 |
|
|
2021
Q4 | $1.41M | Buy |
53,686
+12,327
| +30% | +$325K | 0.64% | 53 |
|
|
2021
Q3 | $1.11M | Buy |
41,359
+10,183
| +33% | +$273K | 0.59% | 65 |
|
|
2021
Q2 | $879K | Sell |
31,176
-3,965
| -11% | -$112K | 0.41% | 78 |
|
|
2021
Q1 | $1.04M | Buy |
35,141
+4,665
| +15% | +$138K | 0.52% | 73 |
|
|
2020
Q4 | $880K | Sell |
30,476
-7,889
| -21% | -$228K | 0.53% | 62 |
|
|
2020
Q3 | $1.08M | Buy |
+38,365
| New | +$1.08M | 0.7% | 56 |
|
|
2019
Q1 | – | Sell |
-14,736
| Closed | -$421K | – | 47 |
|
|
2018
Q4 | $421K | Sell |
14,736
-2,971
| -17% | -$84.9K | 0.59% | 15 |
|
|
2018
Q3 | $595K | Buy |
17,707
+1,941
| +12% | +$65.2K | 0.58% | 18 |
|
|
2018
Q2 | $506K | Buy |
15,766
+2,941
| +23% | +$94.4K | 0.49% | 16 |
|
|
2018
Q1 | $457K | Buy |
12,825
+1,896
| +17% | +$67.6K | 0.5% | 17 |
|
|
2017
Q4 | $425K | Buy |
10,929
+309
| +3% | +$12K | 0.41% | 21 |
|
|
2017
Q3 | $416K | Buy |
10,620
+7,080
| +200% | +$277K | 0.37% | 18 |
|
|
2017
Q2 | $134K | Buy |
+3,540
| New | +$134K | 0.13% | 49 |
|