Northern Capital Management (Wisconsin)’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-36,299
| Closed | -$880K | – | 164 |
|
2018
Q2 | $880K | Buy |
+36,299
| New | +$880K | 0.21% | 128 |
|
2014
Q2 | – | Sell |
-23,056
| Closed | -$611K | – | 159 |
|
2014
Q1 | $611K | Buy |
23,056
+4,700
| +26% | +$125K | 0.3% | 93 |
|
2013
Q4 | $487K | Sell |
18,356
-2,880
| -14% | -$76.4K | 0.25% | 98 |
|
2013
Q3 | $542K | Buy |
21,236
+7,349
| +53% | +$188K | 0.32% | 87 |
|
2013
Q2 | $371K | Buy |
+13,887
| New | +$371K | 0.23% | 92 |
|