Pinnacle Family Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,413
| Closed | -$233K | – | 150 |
|
|
2021
Q3 | $233K | Buy |
11,413
+1,794
| +19% | +$36.6K | 0.1% | 125 |
|
|
2021
Q2 | $209K | Buy |
+9,619
| New | +$209K | 0.09% | 127 |
|
|
2021
Q1 | – | Sell |
-23,384
| Closed | -$508K | – | 152 |
|
|
2020
Q4 | $508K | Buy |
23,384
+4,506
| +24% | +$97.9K | 0.31% | 62 |
|
|
2020
Q3 | $406K | Buy |
18,878
+260
| +1% | +$5.59K | 0.27% | 46 |
|
|
2020
Q2 | $425K | Buy |
18,618
+6,217
| +50% | +$142K | 0.37% | 43 |
|
|
2020
Q1 | $287K | Sell |
12,401
-3,952
| -24% | -$91.5K | 0.35% | 46 |
|
|
2019
Q4 | $483K | Buy |
16,353
+115
| +0.7% | +$3.4K | 0.44% | 41 |
|
|
2019
Q3 | $464K | Buy |
16,238
+3,165
| +24% | +$90.4K | 0.41% | 43 |
|
|
2019
Q2 | $331K | Buy |
13,073
+1,672
| +15% | +$42.3K | 0.27% | 59 |
|
|
2019
Q1 | $270K | Sell |
11,401
-1,444
| -11% | -$34.2K | 0.24% | 63 |
|
|
2018
Q4 | $277K | Buy |
12,845
+920
| +8% | +$19.8K | 0.19% | 51 |
|
|
2018
Q3 | $302K | Buy |
+11,925
| New | +$302K | 0.16% | 57 |
|
|
2018
Q2 | – | Sell |
-13,355
| Closed | -$360K | – | 74 |
|
|
2018
Q1 | $360K | Buy |
13,355
+40
| +0.3% | +$1.08K | 0.21% | 53 |
|
|
2017
Q4 | $391K | Buy |
+13,315
| New | +$391K | 0.18% | 59 |
|
|
2017
Q3 | – | Sell |
-9,645
| Closed | -$275K | – | 78 |
|
|
2017
Q2 | $275K | Buy |
+9,645
| New | +$275K | 0.15% | 59 |
|