Simplicity Solutions’s AT&T T Stock Holding History

Simplicity Solutions’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.02M	Sell	239,312 -76,536	-24%	-$1.28M	0.11%	170
2023 Q3	$4.74M	Sell	315,848 -55,715	-15%	-$837K	0.15%	129
2023 Q2	$5.93M	Sell	371,563 -88,743	-19%	-$1.42M	0.16%	121
2023 Q1	$8.86M	Buy	460,306 +250,816	+120%	+$4.83M	0.23%	86
2022 Q4	$3.86M	Sell	209,490 -20,274	-9%	-$373K	0.52%	31
2022 Q3	$3.53M	Buy	229,764 +62,861	+38%	+$964K	0.51%	36
2022 Q2	$3.5M	Buy	166,903 +6,000	+4%	+$126K	0.45%	47
2022 Q1	$2.87M	Sell	160,903 -48,292	-23%	-$862K	0.35%	61
2021 Q4	$3.89M	Buy	209,195 +128,305	+159%	+$2.38M	0.43%	45
2021 Q3	$1.65M	Buy	80,890 +11,277	+16%	+$230K	0.25%	89
2021 Q2	$1.51M	Buy	69,613 +13,219	+23%	+$287K	0.3%	69
2021 Q1	$1.29M	Sell	56,394 -525,901	-90%	-$12M	0.28%	75
2020 Q4	$12.6M	Buy	582,295 +17,486	+3%	+$380K	0.19%	118
2020 Q3	$12.2M	Sell	564,809 -43,527	-7%	-$937K	0.22%	89
2020 Q2	$13.9M	Buy	608,336 +143,788	+31%	+$3.28M	0.27%	79
2020 Q1	$10.2M	Buy	464,548 +122,117	+36%	+$2.69M	0.32%	64
2019 Q4	$10.1M	Buy	342,431 +67,265	+24%	+$1.99M	0.31%	60
2019 Q3	$7.86M	Buy	275,166 +8,673	+3%	+$248K	0.32%	53
2019 Q2	$6.75M	Sell	266,493 -334,161	-56%	-$8.46M	0.29%	60
2019 Q1	$14.2M	Buy	600,654 +89,471	+18%	+$2.12M	0.85%	27
2018 Q4	$11M	Buy	511,183 +330,137	+182%	+$7.12M	1.42%	5
2018 Q3	$4.59M	Buy	181,046 +34,402	+23%	+$873K	0.26%	58
2018 Q2	$3.56M	Buy	146,644 +31,218	+27%	+$757K	0.26%	54
2018 Q1	$3.11M	Sell	115,426 -10,286	-8%	-$277K	0.27%	52
2017 Q4	$3.69M	Buy	125,712 +98,624	+364%	+$2.9M	0.36%	47
2017 Q3	$801K	Sell	27,088 -75,368	-74%	-$2.23M	0.54%	35
2017 Q2	$2.92M	Buy	102,456 +15,024	+17%	+$428K	0.34%	52
2017 Q1	$2.74M	Buy	87,432 +12,904	+17%	+$405K	0.42%	44
2016 Q4	$2.39M	Buy	74,528 +2,350	+3%	+$75.5K	0.55%	31
2016 Q3	$2.21M	Buy	72,178 +33,062	+85%	+$1.01M	1.08%	14
2016 Q2	$1.28M	Buy	39,116 +8,475	+28%	+$277K	0.69%	26
2016 Q1	$907K	Sell	30,641 -212,794	-87%	-$6.3M	0.56%	41
2015 Q4	$6.33M	Buy	243,435 +233,024	+2,238%	+$6.06M	0.75%	11
2015 Q3	$256K	Buy	10,411 +1,302	+14%	+$32K	0.28%	93
2015 Q2	$244K	Buy	+9,109	New	+$244K	0.23%	113