NEIRG Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-255,622
| Closed | -$4.08M | – | 107 |
|
|
2023
Q2 | $4.08M | Sell |
255,622
-29,414
| -10% | -$469K | 0.75% | 35 |
|
|
2023
Q1 | $5.49M | Buy |
285,036
+6,143
| +2% | +$118K | 0.95% | 30 |
|
|
2022
Q4 | $5.13M | Buy |
278,893
+18,459
| +7% | +$340K | 0.96% | 30 |
|
|
2022
Q3 | $4M | Buy |
+260,434
| New | +$4M | 0.8% | 32 |
|