New England Guild Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,048
| Closed | -$207K | – | 69 |
|
|
2021
Q1 | $207K | Buy |
+9,048
| New | +$207K | 0.12% | 63 |
|
|
2020
Q3 | – | Sell |
-9,048
| Closed | -$207K | – | 55 |
|
|
2020
Q2 | $207K | Buy |
+9,048
| New | +$207K | 0.15% | 53 |
|
|
2020
Q1 | – | Sell |
-9,710
| Closed | -$287K | – | 58 |
|
|
2019
Q4 | $287K | Buy |
9,710
+662
| +7% | +$19.6K | 0.21% | 49 |
|
|
2019
Q3 | $259K | Sell |
9,048
-233
| -3% | -$6.67K | 0.19% | 49 |
|
|
2019
Q2 | $235K | Sell |
9,281
-179
| -2% | -$4.53K | 0.17% | 49 |
|
|
2019
Q1 | $220K | Buy |
9,460
+179
| +2% | +$4.16K | 0.17% | 49 |
|
|
2018
Q4 | $200K | Hold |
9,281
| – | – | 0.17% | 48 |
|
|
2018
Q3 | $235K | Sell |
9,281
-32
| -0.3% | -$810 | 0.21% | 52 |
|
|
2018
Q2 | $226K | Buy |
9,313
+32
| +0.3% | +$777 | 0.21% | 51 |
|
|
2018
Q1 | $250K | Hold |
9,281
| – | – | 0.24% | 45 |
|
|
2017
Q4 | $273K | Buy |
+9,281
| New | +$273K | 0.26% | 45 |
|