Seven Springs Wealth Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-47,460
| Closed | -$1.03M | – | 79 |
|
2021
Q2 | $1.03M | Buy |
47,460
+9,382
| +25% | +$204K | 0.45% | 24 |
|
2021
Q1 | $871K | Buy |
38,078
+32,790
| +620% | +$750K | 0.41% | 24 |
|
2020
Q4 | $115K | Hold |
5,288
| – | – | 0.06% | 65 |
|
2020
Q3 | $114K | Hold |
5,288
| – | – | 0.07% | 62 |
|
2020
Q2 | $121K | Hold |
5,288
| – | – | 0.08% | 56 |
|
2020
Q1 | $116K | Sell |
5,288
-993
| -16% | -$21.8K | 0.08% | 62 |
|
2019
Q4 | $185K | Buy |
+6,281
| New | +$185K | 0.13% | 56 |
|