RPg Family Wealth Advisory’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-126
| Closed | -$2.25K | – | 287 |
|
|
2022
Q1 | $2.25K | Buy |
+126
| New | +$2.33K | ﹤0.01% | 333 |
|
|
2020
Q4 | $10.4K | Sell |
477
-4,132
| -90% | -$89.1K | ﹤0.01% | 285 |
|
|
2020
Q3 | $99.3K | Buy |
4,609
+347
| +8% | +$7.75K | 0.05% | 134 |
|
|
2020
Q2 | $97.3K | Buy |
4,262
+24
| +0.6% | +$547 | 0.06% | 132 |
|
|
2020
Q1 | $93.3K | Buy |
4,238
+20
| +0.5% | +$546 | 0.07% | 106 |
|
|
2019
Q4 | $125K | Buy |
4,218
+18
| +0.4% | +$520 | 0.07% | 111 |
|
|
2019
Q3 | $120K | Buy |
4,200
+20
| +0.5% | +$530 | 0.07% | 109 |
|
|
2019
Q2 | $106K | Buy |
4,180
+52
| +1% | +$1.25K | 0.06% | 114 |
|
|
2019
Q1 | $97.8K | Sell |
4,128
-623
| -13% | -$14.3K | 0.06% | 119 |
|
|
2018
Q4 | $102K | Hold |
4,751
| – | – | 0.1% | 73 |
|
|
2018
Q3 | $120K | Buy |
4,751
+1,986
| +72% | +$48.6K | 0.09% | 74 |
|
|
2018
Q2 | $67K | Sell |
2,765
-1,406
| -34% | -$35.3K | 0.05% | 101 |
|
|
2018
Q1 | $112K | Hold |
4,171
| – | – | 0.09% | 61 |
|
|
2017
Q4 | $122K | Hold |
4,171
| – | – | 0.1% | 53 |
|
|
2017
Q3 | $123K | Sell |
4,171
-994
| -19% | -$28.2K | 0.1% | 58 |
|
|
2017
Q2 | $147K | Sell |
5,165
-1,651
| -24% | -$48.7K | 0.13% | 57 |
|
|
2017
Q1 | $214K | Buy |
6,816
+16
| +0.2% | +$504 | 0.18% | 47 |
|
|
2016
Q4 | $218K | Sell |
6,800
-1,147
| -14% | -$33.8K | 0.19% | 55 |
|
|
2016
Q3 | $244K | Sell |
7,947
-3,950
| -33% | -$125K | 0.17% | 55 |
|
|
2016
Q2 | $388K | Buy |
11,897
+6,074
| +104% | +$181K | 0.17% | 49 |
|
|
2016
Q1 | $172K | Buy |
5,823
+2,206
| +61% | +$61.1K | 0.13% | 67 |
|
|
2015
Q4 | $94K | Buy |
+3,617
| New | +$91.7K | 0.09% | 63 |
|
Other funds holding T
