OWA
Outlook Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,261
| Closed | -$159K | – | 224 |
|
|
2021
Q1 | $159K | Sell |
5,261
-9,055
| -63% | -$274K | 0.06% | 185 |
|
|
2020
Q4 | $412K | Sell |
14,316
-966
| -6% | -$27.8K | 0.15% | 144 |
|
|
2020
Q3 | $436K | Buy |
15,282
+700
| +5% | +$20K | 0.17% | 122 |
|
|
2020
Q2 | $441K | Sell |
14,582
-2,465
| -14% | -$74.5K | 0.19% | 114 |
|
|
2020
Q1 | $497K | Sell |
17,047
-2,364
| -12% | -$68.9K | 0.28% | 76 |
|
|
2019
Q4 | $761K | Sell |
19,411
-15,443
| -44% | -$605K | 0.43% | 48 |
|
|
2019
Q3 | $1.32M | Sell |
34,854
-2,998
| -8% | -$113K | 0.79% | 35 |
|
|
2019
Q2 | $1.27M | Buy |
37,852
+1,958
| +5% | +$65.6K | 0.84% | 30 |
|
|
2019
Q1 | $1.13M | Buy |
35,894
+29,447
| +457% | +$924K | 0.93% | 26 |
|
|
2018
Q4 | $1.84M | Buy |
+6,447
| New | +$1.84M | 0.84% | 24 |
|