New England Investment & Retirement Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $201K | Sell |
9,877
-1,053
| -10% | -$21.4K | 0.05% | 101 |
|
2021
Q2 | $238K | Sell |
10,930
-5,240
| -32% | -$114K | 0.05% | 100 |
|
2021
Q1 | $370K | Buy |
16,170
+236
| +1% | +$5.4K | 0.09% | 73 |
|
2020
Q4 | $346K | Sell |
15,934
-530
| -3% | -$11.5K | 0.08% | 66 |
|
2020
Q3 | $355K | Sell |
16,464
-2,365
| -13% | -$51K | 0.09% | 59 |
|
2020
Q2 | $430K | Buy |
18,829
+11,274
| +149% | +$257K | 0.11% | 57 |
|
2020
Q1 | $166K | Sell |
7,555
-70
| -0.9% | -$1.54K | 0.07% | 56 |
|
2019
Q4 | $225K | Sell |
7,625
-136
| -2% | -$4.01K | 0.08% | 55 |
|
2019
Q3 | $222K | Buy |
+7,761
| New | +$222K | 0.09% | 53 |
|
2018
Q1 | – | Sell |
-8,952
| Closed | -$263K | – | 56 |
|
2017
Q4 | $263K | Sell |
8,952
-1,096
| -11% | -$32.2K | 0.14% | 48 |
|
2017
Q3 | $297K | Buy |
10,048
+618
| +7% | +$18.3K | 0.16% | 45 |
|
2017
Q2 | $269K | Buy |
9,430
+102
| +1% | +$2.91K | 0.16% | 44 |
|
2017
Q1 | $293K | Buy |
9,328
+396
| +4% | +$12.4K | 0.16% | 45 |
|
2016
Q4 | $287K | Buy |
+8,932
| New | +$287K | 0.16% | 52 |
|
2016
Q3 | – | Sell |
-6,191
| Closed | -$202K | – | 54 |
|
2016
Q2 | $202K | Buy |
+6,191
| New | +$202K | 0.12% | 53 |
|
2015
Q1 | – | Sell |
-51,522
| Closed | -$1.31M | – | 62 |
|
2014
Q4 | $1.31M | Sell |
51,522
-9,958
| -16% | -$253K | 0.51% | 41 |
|
2014
Q3 | $1.64M | Buy |
61,480
+6,007
| +11% | +$160K | 0.73% | 35 |
|
2014
Q2 | $1.49M | Buy |
+55,473
| New | +$1.49M | 0.81% | 35 |
|
2013
Q3 | – | Sell |
-44,843
| Closed | -$1.2M | – | 63 |
|
2013
Q2 | $1.2M | Buy |
+44,843
| New | +$1.2M | 0.75% | 29 |
|