Northstar Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-17,160
| Closed | -$319K | – | 115 |
|
2021
Q4 | $319K | Buy |
+17,160
| New | +$319K | 0.19% | 80 |
|
2021
Q3 | – | Sell |
-23,383
| Closed | -$508K | – | 121 |
|
2021
Q2 | $508K | Buy |
23,383
+531
| +2% | +$11.5K | 0.32% | 58 |
|
2021
Q1 | $522K | Sell |
22,852
-20
| -0.1% | -$457 | 0.4% | 52 |
|
2020
Q4 | $497K | Buy |
+22,872
| New | +$497K | 0.42% | 50 |
|