River Wealth Advisors’s AT&T T Stock Holding History

River Wealth Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,849	Closed	-$521K	–	210
2022 Q2	$521K	Sell	24,849 -7,220	-23%	-$151K	0.1%	144
2022 Q1	$572K	Sell	32,069 -4,232	-12%	-$75.5K	0.09%	143
2021 Q4	$674K	Sell	36,301 -3,506	-9%	-$65.1K	0.1%	136
2021 Q3	$812K	Sell	39,807 -12,335	-24%	-$252K	0.14%	121
2021 Q2	$1.13M	Sell	52,142 -22,028	-30%	-$479K	0.2%	102
2021 Q1	$1.7M	Buy	74,170 +6,314	+9%	+$144K	0.32%	81
2020 Q4	$1.47M	Sell	67,856 -9,276	-12%	-$201K	0.32%	80
2020 Q3	$1.66M	Sell	77,132 -8,678	-10%	-$187K	0.43%	67
2020 Q2	$1.96M	Buy	85,810 +10,296	+14%	+$235K	0.59%	55
2020 Q1	$1.66M	Buy	75,514 +10,018	+15%	+$221K	0.66%	50
2019 Q4	$1.93M	Buy	65,496 +4,383	+7%	+$129K	0.65%	56
2019 Q3	$1.75M	Buy	61,113 +1,683	+3%	+$48.1K	0.66%	57
2019 Q2	$1.5M	Sell	59,430 -1,380	-2%	-$34.9K	0.59%	62
2019 Q1	$1.44M	Buy	60,810 +3,596	+6%	+$85.2K	0.6%	57
2018 Q4	$1.23M	Sell	57,214 -3,122	-5%	-$67.3K	0.55%	59
2018 Q3	$1.53M	Sell	60,336 -12,366	-17%	-$314K	0.56%	56
2018 Q2	$1.76M	Sell	72,702 -12,368	-15%	-$300K	0.69%	51
2018 Q1	$2.29M	Sell	85,070 -2,532	-3%	-$68.2K	0.97%	38
2017 Q4	$2.57M	Sell	87,602 -2,216	-2%	-$65.1K	1.07%	30
2017 Q3	$2.66M	Sell	89,818 -6,749	-7%	-$200K	1.2%	25
2017 Q2	$2.75M	Buy	96,567 +132	+0.1%	+$3.76K	1.28%	22
2017 Q1	$3.03M	Buy	96,435 +534	+0.6%	+$16.8K	1.47%	13
2016 Q4	$3.08M	Buy	95,901 +3,247	+4%	+$104K	1.56%	13
2016 Q3	$2.84M	Buy	92,654 +4,350	+5%	+$133K	1.57%	13
2016 Q2	$2.88M	Buy	88,304 +5,140	+6%	+$168K	1.65%	10
2016 Q1	$2.46M	Buy	83,164 +128	+0.2%	+$3.79K	1.47%	16
2015 Q4	$2.16M	Sell	83,036 -106	-0.1%	-$2.76K	1.37%	20
2015 Q3	$2.05M	Buy	83,142 +5,104	+7%	+$126K	1.4%	18
2015 Q2	$2.09M	Sell	78,038 -3,217	-4%	-$86.3K	1.33%	17
2015 Q1	$2M	Buy	+81,255	New	+$2M	1.24%	19