Seneca House Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-41,481
| Closed | -$948K | – | 84 |
|
|
2021
Q1 | $948K | Sell |
41,481
-7,041
| -15% | -$161K | 0.67% | 29 |
|
|
2020
Q4 | $1.05M | Sell |
48,522
-9,283
| -16% | -$202K | 0.77% | 26 |
|
|
2020
Q3 | $1.25M | Sell |
57,805
-4,138
| -7% | -$89.1K | 0.99% | 24 |
|
|
2020
Q2 | $1.41M | Buy |
61,943
+4,647
| +8% | +$106K | 1.2% | 22 |
|
|
2020
Q1 | $1.26M | Buy |
57,296
+14,302
| +33% | +$314K | 1.33% | 21 |
|
|
2019
Q4 | $1.27M | Buy |
42,994
+3,626
| +9% | +$107K | 1.1% | 25 |
|
|
2019
Q3 | $1.13M | Buy |
39,368
+1,593
| +4% | +$45.5K | 1.06% | 31 |
|
|
2019
Q2 | $949K | Buy |
37,775
+4,793
| +15% | +$120K | 0.87% | 33 |
|
|
2019
Q1 | $782K | Buy |
32,982
+4,683
| +17% | +$111K | 0.68% | 46 |
|
|
2018
Q4 | $611K | Buy |
28,299
+1,411
| +5% | +$30.5K | 0.58% | 47 |
|
|
2018
Q3 | $682K | Buy |
26,888
+10,112
| +60% | +$256K | 0.53% | 50 |
|
|
2018
Q2 | $407K | Buy |
16,776
+693
| +4% | +$16.8K | 0.33% | 69 |
|
|
2018
Q1 | $433K | Sell |
16,083
-2,829
| -15% | -$76.2K | 0.36% | 67 |
|
|
2017
Q4 | $555K | Buy |
+18,912
| New | +$555K | 0.47% | 56 |
|