RIS
Retirement Income Solutions’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-7,908
| Closed | -$214K | – | 114 |
|
2021
Q3 | $214K | Buy |
7,908
+3
| +0% | +$81 | 0.07% | 93 |
|
2021
Q2 | $227K | Buy |
7,905
+3
| +0% | +$86 | 0.08% | 94 |
|
2021
Q1 | $239K | Buy |
7,902
+4
| +0.1% | +$121 | 0.08% | 87 |
|
2020
Q4 | $227K | Buy |
+7,898
| New | +$227K | 0.08% | 85 |
|
2020
Q2 | – | Sell |
-8,243
| Closed | -$240K | – | 83 |
|
2020
Q1 | $240K | Buy |
8,243
+566
| +7% | +$16.5K | 0.13% | 60 |
|
2019
Q4 | $300K | Sell |
7,677
-1,844
| -19% | -$72.1K | 0.12% | 59 |
|
2019
Q3 | $360K | Buy |
9,521
+2,767
| +41% | +$105K | 0.19% | 52 |
|
2019
Q2 | $226K | Sell |
6,754
-215
| -3% | -$7.19K | 0.12% | 59 |
|
2019
Q1 | $219K | Buy |
+6,969
| New | +$219K | 0.13% | 63 |
|
2018
Q4 | – | Sell |
-7,963
| Closed | -$267K | – | 68 |
|
2018
Q3 | $267K | Buy |
7,963
+1,032
| +15% | +$34.6K | 0.15% | 56 |
|
2018
Q2 | $223K | Buy |
6,931
+1,011
| +17% | +$32.5K | 0.14% | 60 |
|
2018
Q1 | $211K | Sell |
5,920
-630
| -10% | -$22.5K | 0.13% | 60 |
|
2017
Q4 | $255K | Buy |
+6,550
| New | +$255K | 0.15% | 63 |
|