PWA
Phoenix Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,622
| Closed | -$125K | – | 329 |
|
|
2021
Q3 | $125K | Sell |
4,622
-38,032
| -89% | -$1.03M | 0.09% | 142 |
|
|
2021
Q2 | $1.24M | Sell |
42,654
-21,616
| -34% | -$627K | 0.89% | 29 |
|
|
2021
Q1 | $1.96M | Buy |
64,270
+3,487
| +6% | +$106K | 1.52% | 28 |
|
|
2020
Q4 | $1.75M | Buy |
+60,783
| New | +$1.75M | 1.33% | 28 |
|