SWM
SFG Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,694
| Closed | -$164K | – | 89 |
|
|
2022
Q3 | $164K | Sell |
10,694
-1,429
| -12% | -$21.9K | 0.22% | 74 |
|
|
2022
Q2 | $254K | Sell |
12,123
-679
| -5% | -$14.2K | 0.3% | 64 |
|
|
2022
Q1 | $303K | Sell |
12,802
-29
| -0.2% | -$686 | 0.28% | 63 |
|
|
2021
Q4 | $316K | Buy |
+12,831
| New | +$316K | 0.28% | 72 |
|