SWMG
Signature Wealth Management Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,423
| Closed | -$200K | – | 83 |
|
|
2021
Q3 | $200K | Sell |
7,423
-100,538
| -93% | -$2.71M | 0.11% | 77 |
|
|
2021
Q2 | $3.11M | Sell |
107,961
-5,041
| -4% | -$145K | 1.73% | 35 |
|
|
2021
Q1 | $3.42M | Buy |
113,002
+2,105
| +2% | +$63.7K | 2.01% | 13 |
|
|
2020
Q4 | $3.19M | Buy |
110,897
+2,215
| +2% | +$63.7K | 2.01% | 21 |
|
|
2020
Q3 | $3.1M | Buy |
108,682
+24,396
| +29% | +$696K | 2.23% | 17 |
|
|
2020
Q2 | $2.55M | Buy |
84,286
+2,919
| +4% | +$88.2K | 1.95% | 28 |
|
|
2020
Q1 | $2.37M | Sell |
81,367
-256
| -0.3% | -$7.46K | 2.09% | 22 |
|
|
2019
Q4 | $3.19M | Buy |
81,623
+1,703
| +2% | +$66.6K | 2.01% | 22 |
|
|
2019
Q3 | $3.02M | Buy |
79,920
+3,289
| +4% | +$124K | 2% | 25 |
|
|
2019
Q2 | $2.63M | Buy |
76,631
+674
| +0.9% | +$23.1K | 1.76% | 35 |
|
|
2019
Q1 | $2.38M | Buy |
75,957
+584
| +0.8% | +$18.3K | 1.67% | 37 |
|
|
2018
Q4 | $2.15M | Sell |
75,373
-2,934
| -4% | -$83.7K | 1.67% | 36 |
|
|
2018
Q3 | $2.32M | Sell |
78,307
-1,701
| -2% | -$50.4K | 1.72% | 33 |
|
|
2018
Q2 | $2.57M | Buy |
80,008
+429
| +0.5% | +$13.8K | 1.9% | 28 |
|
|
2018
Q1 | $2.84M | Buy |
79,579
+4,233
| +6% | +$151K | 2.19% | 19 |
|
|
2017
Q4 | $2.93M | Buy |
+75,346
| New | +$2.93M | 2.15% | 22 |
|