Redmont Wealth 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 |
-17,563
| Closed | -$280K | – | 68 |
|
2023
Q2 | $280K | Sell |
17,563
-264
| -1% | -$4.21K | 0.48% | 57 |
|
2023
Q1 | $343K | Sell |
17,827
-5,214
| -23% | -$100K | 0.69% | 48 |
|
2022
Q4 | $424K | Buy |
23,041
+12,281
| +114% | +$226K | 0.5% | 58 |
|
2022
Q3 | $165K | Buy |
10,760
+10
| +0.1% | +$153 | 0.21% | 96 |
|
2022
Q2 | $225K | Buy |
+10,750
| New | +$225K | 0.27% | 90 |
|