Parasol Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $323K | Sell |
10,301
-10,863
| -51% | -$341K | 0.53% | 16 |
|
|
2016
Q4 | $680K | Sell |
21,164
-323
| -2% | -$10.4K | 0.71% | 28 |
|
|
2016
Q3 | $659K | Sell |
21,487
-776
| -3% | -$23.8K | 0.69% | 28 |
|
|
2016
Q2 | $727K | Sell |
22,263
-1,622
| -7% | -$53K | 0.76% | 24 |
|
|
2016
Q1 | $707K | Sell |
23,885
-998
| -4% | -$29.5K | 0.69% | 19 |
|
|
2015
Q4 | $647K | Sell |
24,883
-4,658
| -16% | -$121K | 0.62% | 19 |
|
|
2015
Q3 | $727K | Sell |
29,541
-22,410
| -43% | -$552K | 0.66% | 17 |
|
|
2015
Q2 | $1.39M | Buy |
51,951
+5,872
| +13% | +$158K | 0.94% | 18 |
|
|
2015
Q1 | $1.14M | Buy |
46,079
+7,434
| +19% | +$183K | 0.71% | 22 |
|
|
2014
Q4 | $980K | Buy |
38,645
+8,235
| +27% | +$209K | 0.68% | 22 |
|
|
2014
Q3 | $809K | Buy |
30,410
+2,708
| +10% | +$72K | 0.56% | 23 |
|
|
2014
Q2 | $740K | Buy |
27,702
+16,972
| +158% | +$453K | 0.51% | 23 |
|
|
2014
Q1 | $284K | Buy |
10,730
+3,310
| +45% | +$87.6K | 0.2% | 26 |
|
|
2013
Q4 | $197K | Buy |
+7,420
| New | +$197K | 0.13% | 32 |
|