Planning Directions’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,403
| Closed | -$224K | – | 61 |
|
|
2020
Q3 | $224K | Sell |
10,403
-3,474
| -25% | -$74.8K | 0.2% | 53 |
|
|
2020
Q2 | $317K | Buy |
+13,877
| New | +$317K | 0.3% | 45 |
|
|
2020
Q1 | – | Sell |
-12,675
| Closed | -$374K | – | 88 |
|
|
2019
Q4 | $374K | Buy |
12,675
+134
| +1% | +$3.95K | 0.35% | 37 |
|
|
2019
Q3 | $358K | Sell |
12,541
-3,784
| -23% | -$108K | 0.34% | 38 |
|
|
2019
Q2 | $413K | Buy |
16,325
+6,512
| +66% | +$165K | 0.42% | 39 |
|
|
2019
Q1 | $232K | Buy |
+9,813
| New | +$232K | 0.28% | 46 |
|
|
2018
Q4 | – | Sell |
-9,005
| Closed | -$228K | – | 56 |
|
|
2018
Q3 | $228K | Buy |
9,005
+89
| +1% | +$2.25K | 0.21% | 49 |
|
|
2018
Q2 | $216K | Sell |
8,916
-2,657
| -23% | -$64.4K | 0.21% | 47 |
|
|
2018
Q1 | $312K | Buy |
+11,573
| New | +$312K | 0.31% | 40 |
|