OAM
Optimal Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.78M | Buy |
251,106
+395
| +0.2% | +$10.7K | 0.85% | 18 |
|
|
2021
Q2 | $7.22M | Buy |
250,711
+2
| +0% | +$58 | 0.85% | 17 |
|
|
2021
Q1 | $7.59M | Buy |
250,709
+83,702
| +50% | +$2.53M | 0.98% | 9 |
|
|
2020
Q4 | $4.8M | Buy |
167,007
+1
| +0% | +$29 | 0.68% | 26 |
|
|
2020
Q3 | $4.76M | Buy |
167,006
+23,272
| +16% | +$663K | 0.69% | 26 |
|
|
2020
Q2 | $4.35M | Sell |
143,734
-131,137
| -48% | -$3.96M | 0.7% | 20 |
|
|
2020
Q1 | $8.01K | Buy |
274,871
+152,161
| +124% | +$4.44K | 0.75% | 14 |
|
|
2019
Q4 | $4.8M | Buy |
+122,710
| New | +$4.8M | 0.73% | 18 |
|