Northstar Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.15M | Sell |
146,272
-5,511
| -4% | -$119K | 1.47% | 20 |
|
|
2020
Q2 | $3.47M | Buy |
151,783
+9,356
| +7% | +$214K | 1.45% | 17 |
|
|
2020
Q1 | $3.14M | Buy |
142,427
+7,850
| +6% | +$173K | 1.59% | 17 |
|
|
2019
Q4 | $3.97M | Sell |
134,577
-7,881
| -6% | -$233K | 1.63% | 16 |
|
|
2019
Q3 | $4.07M | Buy |
142,458
+2,903
| +2% | +$83K | 1.79% | 13 |
|
|
2019
Q2 | $3.53M | Buy |
139,555
+18,600
| +15% | +$471K | 1.57% | 16 |
|
|
2019
Q1 | $2.87M | Buy |
120,955
+35,732
| +42% | +$846K | 1.31% | 21 |
|
|
2018
Q4 | $1.84M | Sell |
85,223
-4,563
| -5% | -$98.4K | 0.96% | 33 |
|
|
2018
Q3 | $2.28M | Sell |
89,786
-10,952
| -11% | -$278K | 1.09% | 26 |
|
|
2018
Q2 | $2.44M | Sell |
100,738
-867
| -0.9% | -$21K | 1.22% | 22 |
|
|
2018
Q1 | $2.74M | Buy |
101,605
+17,497
| +21% | +$471K | 1.4% | 18 |
|
|
2017
Q4 | $2.43M | Buy |
84,108
+1,935
| +2% | +$55.9K | 2.16% | 7 |
|
|
2017
Q3 | $2.38M | Sell |
82,173
-13,065
| -14% | -$378K | 2.32% | 6 |
|
|
2017
Q2 | $2.65M | Buy |
95,238
+649
| +0.7% | +$18.1K | 2.42% | 5 |
|
|
2017
Q1 | $2.97M | Buy |
+94,589
| New | +$2.97M | 2.76% | 6 |
|