Prudent Man Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-29,315
| Closed | -$468K | – | 214 |
|
2023
Q2 | $468K | Sell |
29,315
-343
| -1% | -$5.48K | 0.18% | 118 |
|
2023
Q1 | $571K | Sell |
29,658
-528
| -2% | -$10.2K | 0.22% | 104 |
|
2022
Q4 | $556K | Buy |
30,186
+279
| +0.9% | +$5.14K | 0.22% | 110 |
|
2022
Q3 | $459K | Buy |
29,907
+151
| +0.5% | +$2.32K | 0.22% | 97 |
|
2022
Q2 | $624K | Buy |
29,756
+11,477
| +63% | +$241K | 0.29% | 68 |
|
2022
Q1 | $326K | Sell |
18,279
-240
| -1% | -$4.28K | 0.13% | 122 |
|
2021
Q4 | $344K | Sell |
18,519
-3,089
| -14% | -$57.4K | 0.13% | 122 |
|
2021
Q3 | $441K | Buy |
21,608
+81
| +0.4% | +$1.65K | 0.17% | 112 |
|
2021
Q2 | $468K | Sell |
21,527
-71
| -0.3% | -$1.54K | 0.18% | 110 |
|
2021
Q1 | $494K | Buy |
21,598
+202
| +0.9% | +$4.62K | 0.21% | 91 |
|
2020
Q4 | $465K | Sell |
21,396
-462
| -2% | -$10K | 0.19% | 90 |
|
2020
Q3 | $471K | Buy |
+21,858
| New | +$471K | 0.25% | 83 |
|