Sage Financial Group’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 |
-2,251
| Closed | -$51K | – | 72 |
|
|
2020
Q2 | $51K | Hold |
2,251
| – | – | 0.01% | 49 |
|
|
2020
Q1 | $50K | Buy |
+2,251
| New | +$50K | 0.01% | 47 |
|
|
2019
Q4 | – | Sell |
-2,251
| Closed | -$64K | – | 70 |
|
|
2019
Q3 | $64K | Hold |
2,251
| – | – | 0.01% | 49 |
|
|
2019
Q2 | $57K | Hold |
2,251
| – | – | 0.01% | 53 |
|
|
2019
Q1 | $53K | Hold |
2,251
| – | – | 0.01% | 55 |
|
|
2018
Q4 | $49K | Hold |
2,251
| – | – | 0.01% | 55 |
|
|
2018
Q3 | $57K | Hold |
2,251
| – | – | 0.01% | 38 |
|
|
2018
Q2 | $55K | Hold |
2,251
| – | – | 0.01% | 36 |
|
|
2018
Q1 | $61K | Hold |
2,251
| – | – | 0.01% | 33 |
|
|
2017
Q4 | $66K | Hold |
2,251
| – | – | 0.01% | 40 |
|
|
2017
Q3 | $67K | Hold |
2,251
| – | – | 0.01% | 35 |
|
|
2017
Q2 | $64K | Hold |
2,251
| – | – | 0.01% | 35 |
|
|
2017
Q1 | $71K | Hold |
2,251
| – | – | 0.02% | 33 |
|
|
2016
Q4 | $72K | Hold |
2,251
| – | – | 0.02% | 33 |
|
|
2016
Q3 | $69K | Hold |
2,251
| – | – | 0.02% | 30 |
|
|
2016
Q2 | $73K | Hold |
2,251
| – | – | 0.02% | 26 |
|
|
2016
Q1 | $67K | Hold |
2,251
| – | – | 0.02% | 28 |
|
|
2015
Q4 | $58K | Hold |
2,251
| – | – | 0.02% | 47 |
|
|
2015
Q3 | $55K | Hold |
2,251
| – | – | 0.02% | 29 |
|
|
2015
Q2 | $60K | Hold |
2,251
| – | – | 0.03% | 27 |
|
|
2015
Q1 | $56K | Hold |
2,251
| – | – | 0.03% | 25 |
|
|
2014
Q4 | $57K | Hold |
2,251
| – | – | 0.02% | 29 |
|
|
2014
Q3 | $60K | Hold |
2,251
| – | – | 0.03% | 19 |
|
|
2014
Q2 | $60K | Buy |
2,251
+795
| +55% | +$21.2K | 0.03% | 22 |
|
|
2014
Q1 | $39K | Buy |
+1,456
| New | +$39K | 0.02% | 28 |
|