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