Rooted 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 Q4	–	Sell	-12,123	Closed	-$193K	–	83
2023 Q3	$193K	Buy	12,123 +512	+4%	+$8.15K	0.12%	73
2023 Q2	$187K	Buy	11,611 +1,505	+15%	+$24.2K	0.13%	81
2023 Q1	$201K	Buy	+10,106	New	+$201K	0.15%	85