MYCIO Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-120,434
| Closed | -$3.56M | – | 348 |
|
|
2019
Q4 | $3.56M | Buy |
120,434
+31,754
| +36% | +$917K | 0.23% | 52 |
|
|
2019
Q3 | $2.53M | Sell |
88,680
-1,660
| -2% | -$44K | 0.19% | 54 |
|
|
2019
Q2 | $2.29M | Buy |
90,340
+25,644
| +40% | +$615K | 0.18% | 54 |
|
|
2019
Q1 | $1.53M | Buy |
64,696
+27,737
| +75% | +$638K | 0.13% | 69 |
|
|
2018
Q4 | $797K | Buy |
36,959
+6,228
| +20% | +$145K | 0.07% | 119 |
|
|
2018
Q3 | $779K | Buy |
30,731
+9,544
| +45% | +$234K | 0.08% | 115 |
|
|
2018
Q2 | $514K | Buy |
21,187
+5,581
| +36% | +$140K | 0.05% | 150 |
|
|
2018
Q1 | $420K | Buy |
15,606
+912
| +6% | +$25.4K | 0.05% | 145 |
|
|
2017
Q4 | $431K | Sell |
14,694
-5,380
| -27% | -$147K | 0.05% | 156 |
|
|
2017
Q3 | $594K | Sell |
20,074
-9,337
| -32% | -$265K | 0.07% | 121 |
|
|
2017
Q2 | $838K | Sell |
29,411
-6,463
| -18% | -$191K | 0.1% | 94 |
|
|
2017
Q1 | $1.13M | Buy |
35,874
+5,072
| +16% | +$160K | 0.14% | 73 |
|
|
2016
Q4 | $989K | Buy |
30,802
+1,072
| +4% | +$31.6K | 0.13% | 72 |
|
|
2016
Q3 | $912K | Buy |
29,730
+2,129
| +8% | +$67.3K | 0.15% | 63 |
|
|
2016
Q2 | $901K | Buy |
27,601
+2,752
| +11% | +$81.9K | 0.15% | 61 |
|
|
2016
Q1 | $735K | Sell |
24,849
-1,554
| -6% | -$43K | 0.13% | 72 |
|
|
2015
Q4 | $686K | Buy |
26,403
+127
| +0.5% | +$3.22K | 0.12% | 73 |
|
|
2015
Q3 | $647K | Sell |
26,276
-445
| -2% | -$11.3K | 0.13% | 66 |
|
|
2015
Q2 | $717K | Buy |
26,721
+5,459
| +26% | +$141K | 0.14% | 64 |
|
|
2015
Q1 | $524K | Sell |
21,262
-16,442
| -44% | -$418K | 0.11% | 75 |
|
|
2014
Q4 | $957K | Buy |
37,704
+586
| +2% | +$15.2K | 0.2% | 50 |
|
|
2014
Q3 | $988K | Buy |
37,118
+762
| +2% | +$20.3K | 0.23% | 47 |
|
|
2014
Q2 | $971K | Buy |
36,356
+19,022
| +110% | +$510K | 0.22% | 49 |
|
|
2014
Q1 | $459K | Buy |
17,334
+2,009
| +13% | +$50.4K | 0.11% | 77 |
|
|
2013
Q4 | $407K | Buy |
15,325
+2,677
| +21% | +$70.4K | 0.1% | 90 |
|
|
2013
Q3 | $323K | Buy |
12,648
+184
| +1% | +$4.83K | 0.09% | 93 |
|
|
2013
Q2 | $333K | Buy |
+12,464
| New | +$346K | 0.09% | 89 |
|
Other funds holding T
