Personal Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-285
| Closed | -$6K | – | 356 |
|
|
2021
Q2 | $6K | Buy |
+285
| New | +$6K | ﹤0.01% | 306 |
|
|
2020
Q1 | – | Sell |
-2,759
| Closed | -$81K | – | 540 |
|
|
2019
Q4 | $81K | Hold |
2,759
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $79K | Buy |
2,759
+124
| +5% | +$3.55K | 0.04% | 118 |
|
|
2019
Q2 | $67K | Buy |
+2,635
| New | +$67K | 0.03% | 117 |
|