Rowland Carmichael Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,456
| Closed | -$239K | – | 370 |
|
|
2020
Q2 | $239K | Sell |
10,456
-458
| -4% | -$10.5K | 0.1% | 228 |
|
|
2020
Q1 | $240K | Sell |
10,914
-1,013
| -8% | -$22.3K | 0.12% | 205 |
|
|
2019
Q4 | $352K | Sell |
11,927
-1,410
| -11% | -$41.6K | 0.12% | 199 |
|
|
2019
Q3 | $381K | Buy |
13,337
+1,275
| +11% | +$36.4K | 0.13% | 184 |
|
|
2019
Q2 | $305K | Buy |
12,062
+2,059
| +21% | +$52.1K | 0.11% | 203 |
|
|
2019
Q1 | $237K | Buy |
+10,003
| New | +$237K | 0.09% | 225 |
|
|
2017
Q4 | – | Sell |
-6,951
| Closed | -$206K | – | 329 |
|
|
2017
Q3 | $206K | Buy |
+6,951
| New | +$206K | 0.11% | 225 |
|
|
2017
Q1 | – | Sell |
-6,543
| Closed | -$210K | – | 314 |
|
|
2016
Q4 | $210K | Sell |
6,543
-29,057
| -82% | -$933K | 0.12% | 221 |
|
|
2016
Q3 | $1.09M | Sell |
35,600
-749
| -2% | -$23K | 0.7% | 39 |
|
|
2016
Q2 | $1.19M | Buy |
36,349
+7,222
| +25% | +$236K | 0.75% | 29 |
|
|
2016
Q1 | $862K | Buy |
+29,127
| New | +$862K | 0.8% | 36 |
|