Peloton Wealth Strategists’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-60,639
| Closed | -$1.13M | – | 92 |
|
|
2021
Q4 | $1.13M | Sell |
60,639
-47,267
| -44% | -$878K | 0.45% | 62 |
|
|
2021
Q3 | $2.2M | Sell |
107,906
-11,916
| -10% | -$243K | 0.9% | 42 |
|
|
2021
Q2 | $2.61M | Buy |
119,822
+13,339
| +13% | +$290K | 1.08% | 40 |
|
|
2021
Q1 | $2.43M | Sell |
106,483
-1
| -0% | -$23 | 1.14% | 37 |
|
|
2020
Q4 | $2.31M | Sell |
106,484
-10,857
| -9% | -$236K | 1.15% | 38 |
|
|
2020
Q3 | $2.53M | Sell |
117,341
-1,986
| -2% | -$42.8K | 1.42% | 33 |
|
|
2020
Q2 | $2.73M | Buy |
119,327
+3,575
| +3% | +$81.6K | 1.72% | 25 |
|
|
2020
Q1 | $2.55M | Sell |
115,752
-9,472
| -8% | -$209K | 2.08% | 16 |
|
|
2019
Q4 | $3.7M | Sell |
125,224
-3,303
| -3% | -$97.5K | 2.24% | 12 |
|
|
2019
Q3 | $3.67M | Buy |
128,527
+2,649
| +2% | +$75.7K | 2.35% | 12 |
|
|
2019
Q2 | $3.19M | Buy |
125,878
+11,118
| +10% | +$281K | 2.13% | 15 |
|
|
2019
Q1 | $2.72M | Buy |
114,760
+10,322
| +10% | +$244K | 1.88% | 22 |
|
|
2018
Q4 | $2.25M | Buy |
104,438
+10,930
| +12% | +$236K | 1.83% | 25 |
|
|
2018
Q3 | $2.37M | Buy |
93,508
+75,601
| +422% | +$1.92M | 1.63% | 29 |
|
|
2018
Q2 | $434K | Buy |
+17,907
| New | +$434K | 0.31% | 58 |
|