RDM
Retirement Design & Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,947
| Closed | -$516K | – | 57 |
|
|
2016
Q2 | $516K | Buy |
11,947
+629
| +6% | +$27.2K | 0.32% | 50 |
|
|
2016
Q1 | $443K | Sell |
11,318
-200
| -2% | -$7.83K | 0.32% | 51 |
|
|
2015
Q4 | $396K | Buy |
11,518
+200
| +2% | +$6.88K | 0.22% | 57 |
|
|
2015
Q3 | $369K | Buy |
11,318
+1,409
| +14% | +$45.9K | 0.38% | 48 |
|
|
2015
Q2 | $352K | Hold |
9,909
| – | – | 0.3% | 55 |
|
|
2015
Q1 | $324K | Sell |
9,909
-850
| -8% | -$27.8K | 0.28% | 55 |
|
|
2014
Q4 | $361K | Buy |
+10,759
| New | +$361K | 0.27% | 56 |
|