New England Professional Planning 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
Q2 | – | Sell |
-14,218
| Closed | -$347K | – | 58 |
|
|
2021
Q1 | $347K | Hold |
14,218
| – | – | 0.21% | 25 |
|
|
2020
Q4 | $309K | Sell |
14,218
-41
| -0.3% | -$891 | 0.22% | 24 |
|
|
2020
Q3 | $294K | Sell |
14,259
-3,402
| -19% | -$70.1K | 0.23% | 22 |
|
|
2020
Q2 | $404K | Hold |
17,661
| – | – | 0.31% | 23 |
|
|
2020
Q1 | $394K | Sell |
17,661
-567
| -3% | -$12.6K | 0.37% | 22 |
|
|
2019
Q4 | $541K | Buy |
+18,228
| New | +$541K | 0.43% | 19 |
|
|
2018
Q3 | $523K | Buy |
20,580
+197
| +1% | +$5.01K | 0.6% | 16 |
|
|
2018
Q2 | $496K | Sell |
20,383
-180
| -0.9% | -$4.38K | 0.64% | 14 |
|
|
2018
Q1 | $509K | Sell |
20,563
-430
| -2% | -$10.6K | 0.68% | 15 |
|
|
2017
Q4 | $605K | Buy |
+20,993
| New | +$605K | 0.74% | 13 |
|
|
2016
Q2 | $569K | Buy |
17,759
+133
| +0.8% | +$4.26K | 0.64% | 21 |
|
|
2016
Q1 | $519K | Buy |
17,626
+1,329
| +8% | +$39.1K | 0.52% | 21 |
|
|
2015
Q4 | $421K | Buy |
16,297
+128
| +0.8% | +$3.31K | 0.47% | 22 |
|
|
2015
Q3 | $402K | Sell |
16,169
-801
| -5% | -$19.9K | 0.46% | 23 |
|
|
2015
Q2 | $456K | Buy |
16,970
+1,011
| +6% | +$27.2K | 0.6% | 20 |
|
|
2015
Q1 | $417K | Buy |
15,959
+442
| +3% | +$11.5K | 0.56% | 20 |
|
|
2014
Q4 | $387K | Buy |
+15,517
| New | +$387K | 0.57% | 21 |
|