Nikulski Financial’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 | – | Sell |
-11,547
| Closed | -$243K | – | 125 |
|
|
2021
Q2 | $243K | Sell |
11,547
-832
| -7% | -$17.5K | 0.11% | 111 |
|
|
2021
Q1 | $283K | Hold |
12,379
| – | – | 0.15% | 105 |
|
|
2020
Q4 | $269K | Buy |
12,379
+1,125
| +10% | +$24.4K | 0.15% | 101 |
|
|
2020
Q3 | $242K | Hold |
11,254
| – | – | 0.15% | 99 |
|
|
2020
Q2 | $257K | Buy |
+11,254
| New | +$257K | 0.18% | 94 |
|
|
2020
Q1 | – | Sell |
-7,892
| Closed | -$221K | – | 110 |
|
|
2019
Q4 | $221K | Buy |
+7,892
| New | +$221K | 0.16% | 88 |
|