RGT 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-74
| Closed | -$1K | – | 312 |
|
2021
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 332 |
|
2018
Q1 | – | Sell |
-8,441
| Closed | -$248K | – | 111 |
|
2017
Q4 | $248K | Sell |
8,441
-2,081
| -20% | -$61.1K | 0.13% | 81 |
|
2017
Q3 | $311K | Buy |
10,522
+1,700
| +19% | +$50.2K | 0.21% | 55 |
|
2017
Q2 | $251K | Buy |
8,822
+458
| +5% | +$13K | 0.17% | 66 |
|
2017
Q1 | $262K | Sell |
8,364
-2,838
| -25% | -$88.9K | 0.18% | 70 |
|
2016
Q4 | $360K | Sell |
11,202
-3,820
| -25% | -$123K | 0.2% | 64 |
|
2016
Q3 | $461K | Buy |
+15,022
| New | +$461K | 0.29% | 49 |
|