National Investment Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-53,321
| Closed | -$1.52M | – | 56 |
|
|
2019
Q3 | $1.52M | Sell |
53,321
-1,791
| -3% | -$51.2K | 1.77% | 20 |
|
|
2019
Q2 | $1.4M | Sell |
55,112
-1,958
| -3% | -$49.6K | 1.61% | 26 |
|
|
2019
Q1 | $1.35M | Buy |
57,070
+21,939
| +62% | +$520K | 1.48% | 31 |
|
|
2018
Q4 | $757K | Sell |
35,131
-26,379
| -43% | -$568K | 0.88% | 41 |
|
|
2018
Q3 | $1.56M | Sell |
61,510
-7,476
| -11% | -$190K | 1.53% | 31 |
|
|
2018
Q2 | $1.67M | Sell |
68,986
-564
| -0.8% | -$13.7K | 1.56% | 31 |
|
|
2018
Q1 | $1.87M | Buy |
69,550
+13,565
| +24% | +$365K | 1.75% | 24 |
|
|
2017
Q4 | $1.64M | Sell |
55,985
-22,834
| -29% | -$671K | 1.58% | 34 |
|
|
2017
Q3 | $2.33M | Sell |
78,819
-1,354
| -2% | -$40.1K | 2.4% | 15 |
|
|
2017
Q2 | $2.29M | Sell |
80,173
-5,157
| -6% | -$147K | 2.4% | 15 |
|
|
2017
Q1 | $2.68M | Buy |
85,330
+12,527
| +17% | +$393K | 2.68% | 11 |
|
|
2016
Q4 | $2.34M | Sell |
72,803
-16,333
| -18% | -$525K | 2.58% | 17 |
|
|
2016
Q3 | $2.73M | Buy |
+89,136
| New | +$2.73M | 3.09% | 12 |
|
|
2014
Q2 | – | Sell |
-93,997
| Closed | -$2.49M | – | 53 |
|
|
2014
Q1 | $2.49M | Sell |
93,997
-180
| -0.2% | -$4.77K | 2.14% | 20 |
|
|
2013
Q4 | $2.5M | Buy |
94,177
+26,219
| +39% | +$696K | 1.95% | 18 |
|
|
2013
Q3 | $1.74M | Hold |
67,958
| – | – | 1.36% | 36 |
|
|
2013
Q2 | $1.82M | Buy |
+67,958
| New | +$1.82M | 1.5% | 31 |
|