RBA Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-13,344
| Closed | -$280K | – | 91 |
|
2022
Q2 | $280K | Sell |
13,344
-9,856
| -42% | -$207K | 0.16% | 77 |
|
2022
Q1 | $414K | Sell |
23,200
-5,581
| -19% | -$99.6K | 0.2% | 71 |
|
2021
Q4 | $535K | Buy |
28,781
+927
| +3% | +$17.2K | 0.25% | 72 |
|
2021
Q3 | $568K | Sell |
27,854
-159
| -0.6% | -$3.24K | 1.37% | 14 |
|
2021
Q2 | $609K | Sell |
28,013
-8,639
| -24% | -$188K | 1.29% | 19 |
|
2021
Q1 | $838K | Sell |
36,652
-199
| -0.5% | -$4.55K | 0.71% | 41 |
|
2020
Q4 | $800K | Sell |
36,851
-17,254
| -32% | -$375K | 0.48% | 62 |
|
2020
Q3 | $1.17M | Sell |
54,105
-7,668
| -12% | -$165K | 0.79% | 53 |
|
2020
Q2 | $1.41M | Sell |
61,773
-2,625
| -4% | -$59.9K | 1.03% | 38 |
|
2020
Q1 | $1.42M | Sell |
64,398
-6,905
| -10% | -$152K | 1.23% | 35 |
|
2019
Q4 | $2.1M | Sell |
71,303
-3,061
| -4% | -$90.2K | 1.43% | 35 |
|
2019
Q3 | $2.13M | Buy |
74,364
+567
| +0.8% | +$16.2K | 1.62% | 32 |
|
2019
Q2 | $1.87M | Sell |
73,797
-844
| -1% | -$21.4K | 1.44% | 39 |
|
2019
Q1 | $1.8M | Buy |
+74,641
| New | +$1.8M | 1.4% | 40 |
|