SSWM
Sheets Smith Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,475
| Closed | -$310K | – | 395 |
|
|
2021
Q3 | $310K | Sell |
11,475
-4,370
| -28% | -$118K | 0.04% | 297 |
|
|
2021
Q2 | $456K | Sell |
15,845
-18,547
| -54% | -$534K | 0.06% | 232 |
|
|
2021
Q1 | $1.04M | Buy |
34,392
+735
| +2% | +$22.2K | 0.15% | 139 |
|
|
2020
Q4 | $968K | Sell |
33,657
-1,594
| -5% | -$45.8K | 0.15% | 137 |
|
|
2020
Q3 | $1.01M | Sell |
35,251
-202
| -0.6% | -$5.76K | 0.17% | 114 |
|
|
2020
Q2 | $1.07M | Sell |
35,453
-854
| -2% | -$25.8K | 0.21% | 101 |
|
|
2020
Q1 | $1.06M | Sell |
36,307
-4,157
| -10% | -$121K | 0.22% | 103 |
|
|
2019
Q4 | $1.58M | Sell |
40,464
-973
| -2% | -$38K | 0.3% | 86 |
|
|
2019
Q3 | $1.57M | Buy |
41,437
+979
| +2% | +$37K | 0.32% | 86 |
|
|
2019
Q2 | $1.36M | Buy |
40,458
+464
| +1% | +$15.6K | 0.28% | 95 |
|
|
2019
Q1 | $1.25M | Buy |
39,994
+1,376
| +4% | +$43.1K | 0.27% | 98 |
|
|
2018
Q4 | $1.1M | Sell |
38,618
-8,007
| -17% | -$228K | 0.3% | 91 |
|
|
2018
Q3 | $1.57M | Buy |
46,625
+761
| +2% | +$25.6K | 0.32% | 85 |
|
|
2018
Q2 | $1.47M | Sell |
45,864
-1,954
| -4% | -$62.8K | 0.34% | 78 |
|
|
2018
Q1 | $1.71M | Sell |
47,818
-140
| -0.3% | -$4.99K | 0.41% | 67 |
|
|
2017
Q4 | $1.87M | Sell |
47,958
-4,911
| -9% | -$191K | 0.44% | 65 |
|
|
2017
Q3 | $2.07M | Buy |
52,869
+725
| +1% | +$28.4K | 0.52% | 54 |
|
|
2017
Q2 | $1.97M | Buy |
52,144
+192
| +0.4% | +$7.24K | 0.52% | 56 |
|
|
2017
Q1 | $2.16M | Sell |
51,952
-215
| -0.4% | -$8.94K | 0.57% | 48 |
|
|
2016
Q4 | $2.22M | Buy |
52,167
+911
| +2% | +$38.8K | 0.62% | 44 |
|
|
2016
Q3 | $2.08M | Buy |
51,256
+188
| +0.4% | +$7.64K | 0.59% | 48 |
|
|
2016
Q2 | $2.21M | Sell |
51,068
-674
| -1% | -$29.1K | 0.64% | 42 |
|
|
2016
Q1 | $2.03M | Sell |
51,742
-394
| -0.8% | -$15.4K | 0.62% | 48 |
|
|
2015
Q4 | $1.79M | Buy |
52,136
+982
| +2% | +$33.8K | 0.54% | 52 |
|
|
2015
Q3 | $1.67M | Buy |
51,154
+3,214
| +7% | +$105K | 0.56% | 51 |
|
|
2015
Q2 | $1.7M | Buy |
47,940
+151
| +0.3% | +$5.36K | 0.47% | 66 |
|
|
2015
Q1 | $1.56M | Buy |
47,789
+829
| +2% | +$27.1K | 0.43% | 67 |
|
|
2014
Q4 | $1.58M | Buy |
46,960
+643
| +1% | +$21.6K | 0.41% | 72 |
|
|
2014
Q3 | $1.63M | Buy |
46,317
+1,092
| +2% | +$38.5K | 0.44% | 67 |
|
|
2014
Q2 | $1.6M | Buy |
45,225
+1,679
| +4% | +$59.4K | 0.43% | 65 |
|
|
2014
Q1 | $1.53M | Buy |
43,546
+5,380
| +14% | +$189K | 0.43% | 62 |
|
|
2013
Q4 | $1.34M | Buy |
38,166
+318
| +0.8% | +$11.2K | 0.37% | 68 |
|
|
2013
Q3 | $1.28M | Buy |
37,848
+23,799
| +169% | +$805K | 0.42% | 66 |
|
|
2013
Q2 | $497K | Buy |
+14,049
| New | +$497K | 0.17% | 165 |
|