OCPWS
One Charles Private Wealth Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,767
| Closed | -$264K | – | 130 |
|
|
2021
Q3 | $264K | Buy |
9,767
+1
| +0% | +$27 | 0.15% | 97 |
|
|
2021
Q2 | $281K | Buy |
+9,766
| New | +$281K | 0.19% | 87 |
|
|
2020
Q3 | – | Sell |
-10,805
| Closed | -$326K | – | 79 |
|
|
2020
Q2 | $326K | Buy |
+10,805
| New | +$326K | 0.17% | 62 |
|