Petix & Botte Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,016
| Closed | -$191K | – | 126 |
|
|
2024
Q2 | $191K | Buy |
+10,016
| New | +$191K | 0.05% | 121 |
|
|
2021
Q4 | – | Sell |
-10,902
| Closed | -$222K | – | 107 |
|
|
2021
Q3 | $222K | Buy |
+10,902
| New | +$222K | 0.08% | 107 |
|
|
2021
Q1 | – | Sell |
-11,059
| Closed | -$240K | – | 80 |
|
|
2020
Q4 | $240K | Buy |
11,059
+754
| +7% | +$16.4K | 0.18% | 72 |
|
|
2020
Q3 | $223K | Sell |
10,305
-4,548
| -31% | -$98.4K | 0.18% | 71 |
|
|
2020
Q2 | $169K | Buy |
14,853
+5,061
| +52% | +$57.6K | 0.14% | 76 |
|
|
2020
Q1 | $216K | Sell |
9,792
-72
| -0.7% | -$1.59K | 0.21% | 63 |
|
|
2019
Q4 | $291K | Buy |
+9,864
| New | +$291K | 0.23% | 67 |
|