Schwarz Dygos Wheeler Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,740
| Closed | -$218K | – | 141 |
|
|
2021
Q4 | $218K | Sell |
11,740
-1,348
| -10% | -$25K | 0.07% | 127 |
|
|
2021
Q3 | $267K | Hold |
13,088
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $284K | Sell |
13,088
-602
| -4% | -$13.1K | 0.1% | 106 |
|
|
2021
Q1 | $313K | Buy |
13,690
+470
| +4% | +$10.7K | 0.13% | 94 |
|
|
2020
Q4 | $287K | Buy |
+13,220
| New | +$287K | 0.14% | 86 |
|