Shine Investment Advisory Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $93K | Buy |
4,340
+506
| +13% | +$10.8K | 0.03% | 204 |
|
|
2020
Q2 | $88K | Buy |
3,834
+435
| +13% | +$9.98K | 0.03% | 211 |
|
|
2020
Q1 | $75K | Hold |
3,399
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $100K | Hold |
3,399
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $97K | Sell |
3,399
-167
| -5% | -$4.77K | 0.05% | 187 |
|
|
2019
Q2 | $90K | Sell |
3,566
-1,588
| -31% | -$40.1K | 0.04% | 204 |
|
|
2019
Q1 | $122K | Buy |
5,154
+1,588
| +45% | +$37.6K | 0.06% | 154 |
|
|
2018
Q4 | $77K | Hold |
3,566
| – | – | 0.04% | 206 |
|
|
2018
Q3 | $90K | Hold |
3,566
| – | – | 0.05% | 203 |
|
|
2018
Q2 | $86K | Buy |
3,566
+2,554
| +252% | +$61.6K | 0.04% | 205 |
|
|
2018
Q1 | $27K | Sell |
1,012
-10
| -1% | -$267 | 0.01% | 415 |
|
|
2017
Q4 | $30K | Sell |
1,022
-348
| -25% | -$10.2K | 0.01% | 388 |
|
|
2017
Q3 | $41K | Hold |
1,370
| – | – | 0.02% | 332 |
|
|
2017
Q2 | $39K | Buy |
+1,370
| New | +$39K | 0.02% | 325 |
|