MWP
MYCIO Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-90,962
| Closed | -$3.56M | – | 346 |
|
|
2019
Q4 | $3.56M | Buy |
90,962
+23,983
| +36% | +$937K | 0.23% | 52 |
|
|
2019
Q3 | $2.53M | Sell |
66,979
-1,254
| -2% | -$47.4K | 0.19% | 54 |
|
|
2019
Q2 | $2.29M | Buy |
68,233
+19,369
| +40% | +$649K | 0.18% | 54 |
|
|
2019
Q1 | $1.53M | Buy |
48,864
+20,949
| +75% | +$657K | 0.13% | 69 |
|
|
2018
Q4 | $797K | Buy |
27,915
+4,704
| +20% | +$134K | 0.07% | 119 |
|
|
2018
Q3 | $779K | Buy |
23,211
+7,209
| +45% | +$242K | 0.08% | 115 |
|
|
2018
Q2 | $514K | Buy |
16,002
+4,215
| +36% | +$135K | 0.05% | 150 |
|
|
2018
Q1 | $420K | Buy |
11,787
+689
| +6% | +$24.6K | 0.05% | 145 |
|
|
2017
Q4 | $431K | Sell |
11,098
-4,064
| -27% | -$158K | 0.05% | 156 |
|
|
2017
Q3 | $594K | Sell |
15,162
-7,052
| -32% | -$276K | 0.07% | 119 |
|
|
2017
Q2 | $838K | Sell |
22,214
-4,881
| -18% | -$184K | 0.1% | 93 |
|
|
2017
Q1 | $1.13M | Buy |
27,095
+3,831
| +16% | +$159K | 0.14% | 73 |
|
|
2016
Q4 | $989K | Buy |
23,264
+809
| +4% | +$34.4K | 0.13% | 72 |
|
|
2016
Q3 | $912K | Buy |
22,455
+1,608
| +8% | +$65.3K | 0.15% | 63 |
|
|
2016
Q2 | $901K | Buy |
20,847
+2,079
| +11% | +$89.9K | 0.15% | 61 |
|
|
2016
Q1 | $735K | Sell |
18,768
-1,174
| -6% | -$46K | 0.13% | 72 |
|
|
2015
Q4 | $686K | Buy |
19,942
+96
| +0.5% | +$3.3K | 0.12% | 73 |
|
|
2015
Q3 | $647K | Sell |
19,846
-336
| -2% | -$11K | 0.13% | 66 |
|
|
2015
Q2 | $717K | Buy |
20,182
+4,123
| +26% | +$146K | 0.14% | 64 |
|
|
2015
Q1 | $524K | Sell |
16,059
-12,418
| -44% | -$405K | 0.11% | 75 |
|
|
2014
Q4 | $957K | Buy |
28,477
+442
| +2% | +$14.9K | 0.2% | 50 |
|
|
2014
Q3 | $988K | Buy |
28,035
+576
| +2% | +$20.3K | 0.23% | 47 |
|
|
2014
Q2 | $971K | Buy |
27,459
+14,367
| +110% | +$508K | 0.22% | 49 |
|
|
2014
Q1 | $459K | Buy |
13,092
+1,517
| +13% | +$53.2K | 0.11% | 77 |
|
|
2013
Q4 | $407K | Buy |
11,575
+2,022
| +21% | +$71.1K | 0.1% | 90 |
|
|
2013
Q3 | $323K | Buy |
9,553
+139
| +1% | +$4.7K | 0.09% | 93 |
|
|
2013
Q2 | $333K | Buy |
+9,414
| New | +$333K | 0.09% | 89 |
|