New Potomac Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $36.9K | Buy |
+1,679
| New | +$36.9K | 0.02% | 123 |
|
|
2021
Q4 | – | Sell |
-28,866
| Closed | -$589K | – | 65 |
|
|
2021
Q3 | $589K | Sell |
28,866
-2,175
| -7% | -$44.4K | 0.41% | 51 |
|
|
2021
Q2 | $675K | Sell |
31,041
-22,467
| -42% | -$489K | 0.46% | 50 |
|
|
2021
Q1 | $1.22M | Sell |
53,508
-795
| -1% | -$18.2K | 0.9% | 41 |
|
|
2020
Q4 | $1.18M | Sell |
54,303
-5,159
| -9% | -$112K | 0.85% | 44 |
|
|
2020
Q3 | $1.28M | Sell |
59,462
-47
| -0.1% | -$1.01K | 1.02% | 41 |
|
|
2020
Q2 | $1.36M | Sell |
59,509
-556
| -0.9% | -$12.7K | 1.21% | 40 |
|
|
2020
Q1 | $1.32M | Buy |
60,065
+1,351
| +2% | +$29.7K | 1.44% | 34 |
|
|
2019
Q4 | $1.73M | Sell |
58,714
-1,979
| -3% | -$58.4K | 1.62% | 32 |
|
|
2019
Q3 | $1.74M | Sell |
60,693
-2,221
| -4% | -$63.5K | 1.73% | 31 |
|
|
2019
Q2 | $1.59M | Sell |
62,914
-2,326
| -4% | -$58.9K | 1.61% | 32 |
|
|
2019
Q1 | $1.55M | Sell |
65,240
-728
| -1% | -$17.2K | 1.56% | 32 |
|
|
2018
Q4 | $1.42M | Sell |
65,968
-616
| -0.9% | -$13.3K | 1.53% | 33 |
|
|
2018
Q3 | $1.69M | Buy |
66,584
+32,705
| +97% | +$830K | 1.57% | 36 |
|
|
2018
Q2 | $822K | Buy |
33,879
+24,003
| +243% | +$582K | 0.79% | 43 |
|
|
2018
Q1 | $266K | Hold |
9,876
| – | – | 0.26% | 59 |
|
|
2017
Q4 | $290K | Buy |
+9,876
| New | +$290K | 0.28% | 58 |
|