Professional Planning’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 |
-11,940
| Closed | -$259K | – | 131 |
|
|
2021
Q2 | $259K | Buy |
11,940
+524
| +5% | +$11.4K | 0.12% | 118 |
|
|
2021
Q1 | $260K | Sell |
11,416
-2,527
| -18% | -$57.6K | 0.13% | 105 |
|
|
2020
Q4 | $303K | Buy |
+13,943
| New | +$303K | 0.12% | 102 |
|
|
2020
Q3 | – | Sell |
-10,624
| Closed | -$243K | – | 98 |
|
|
2020
Q2 | $243K | Buy |
+10,624
| New | +$243K | 0.13% | 98 |
|
|
2020
Q1 | – | Sell |
-13,727
| Closed | -$405K | – | 36 |
|
|
2019
Q4 | $405K | Buy |
+13,727
| New | +$405K | 0.35% | 37 |
|
|
2018
Q3 | – | Sell |
-23,547
| Closed | -$571K | – | 31 |
|
|
2018
Q2 | $571K | Buy |
+23,547
| New | +$571K | 0.9% | 23 |
|