RPCA
Running Point Capital Advisors’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-13,994
| Closed | -$258K | – | 202 |
|
2022
Q4 | $258K | Sell |
13,994
-720
| -5% | -$13.3K | 0.16% | 80 |
|
2022
Q3 | $226K | Buy |
14,714
+1,142
| +8% | +$17.5K | 0.15% | 85 |
|
2022
Q2 | $284K | Buy |
13,572
+266
| +2% | +$5.57K | 0.18% | 70 |
|
2022
Q1 | $314K | Buy |
+13,306
| New | +$314K | 0.18% | 65 |
|