SHJ
Sharkey, Howes & Javer’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,492
| Closed | -$117K | – | 157 |
|
|
2019
Q2 | $117K | Buy |
3,492
+500
| +17% | +$16.8K | 0.05% | 76 |
|
|
2019
Q1 | $94K | Sell |
2,992
-774
| -21% | -$24.3K | 0.04% | 87 |
|
|
2018
Q4 | $107K | Hold |
3,766
| – | – | 0.07% | 74 |
|
|
2018
Q3 | $126K | Hold |
3,766
| – | – | 0.07% | 74 |
|
|
2018
Q2 | $121K | Hold |
3,766
| – | – | 0.07% | 62 |
|
|
2018
Q1 | $134K | Hold |
3,766
| – | – | 0.08% | 48 |
|
|
2017
Q4 | $146K | Sell |
3,766
-800
| -18% | -$31K | 0.09% | 41 |
|
|
2017
Q3 | $176K | Sell |
4,566
-600
| -12% | -$23.1K | 0.09% | 43 |
|
|
2017
Q2 | $195K | Buy |
5,166
+428
| +9% | +$16.2K | 0.11% | 36 |
|
|
2017
Q1 | $197K | Hold |
4,738
| – | – | 0.1% | 36 |
|
|
2016
Q4 | $202K | Hold |
4,738
| – | – | 0.12% | 35 |
|
|
2016
Q3 | $192K | Sell |
4,738
-153
| -3% | -$6.2K | 0.12% | 36 |
|
|
2016
Q2 | $211K | Hold |
4,891
| – | – | 0.13% | 35 |
|
|
2016
Q1 | $192K | Hold |
4,891
| – | – | 0.14% | 36 |
|
|
2015
Q4 | $168K | Sell |
4,891
-1,096
| -18% | -$37.6K | 0.12% | 43 |
|
|
2015
Q3 | $196K | Buy |
5,987
+1,243
| +26% | +$40.7K | 0.15% | 36 |
|
|
2015
Q2 | $169K | Sell |
4,744
-1,193
| -20% | -$42.5K | 0.13% | 32 |
|
|
2015
Q1 | $194K | Buy |
+5,937
| New | +$194K | 0.12% | 41 |
|