Smith & Howard Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,358
| Closed | -$266K | – | 63 |
|
|
2018
Q4 | $266K | Buy |
+12,358
| New | +$266K | 0.15% | 42 |
|
|
2018
Q1 | – | Sell |
-8,786
| Closed | -$258K | – | 46 |
|
|
2017
Q4 | $258K | Sell |
8,786
-470
| -5% | -$13.8K | 0.12% | 37 |
|
|
2017
Q3 | $274K | Buy |
9,256
+167
| +2% | +$4.94K | 0.13% | 37 |
|
|
2017
Q2 | $259K | Buy |
9,089
+374
| +4% | +$10.7K | 0.12% | 43 |
|
|
2017
Q1 | $273K | Sell |
8,715
-823
| -9% | -$25.8K | 0.13% | 38 |
|
|
2016
Q4 | $306K | Buy |
9,538
+146
| +2% | +$4.68K | 0.16% | 36 |
|
|
2016
Q3 | $288K | Sell |
9,392
-1,162
| -11% | -$35.6K | 0.15% | 34 |
|
|
2016
Q2 | $344K | Sell |
10,554
-329
| -3% | -$10.7K | 0.17% | 33 |
|
|
2016
Q1 | $322K | Buy |
10,883
+87
| +0.8% | +$2.57K | 0.13% | 45 |
|
|
2015
Q4 | $281K | Buy |
10,796
+1,140
| +12% | +$29.7K | 0.14% | 47 |
|
|
2015
Q3 | $238K | Buy |
+9,656
| New | +$238K | 0.11% | 43 |
|
|
2015
Q1 | – | Sell |
-12,193
| Closed | -$309K | – | 86 |
|
|
2014
Q4 | $309K | Buy |
12,193
+294
| +2% | +$7.45K | 0.15% | 36 |
|
|
2014
Q3 | $317K | Buy |
11,899
+789
| +7% | +$21K | 0.16% | 31 |
|
|
2014
Q2 | $297K | Buy |
+11,110
| New | +$297K | 0.15% | 29 |
|
|
2014
Q1 | – | Sell |
-10,118
| Closed | -$269K | – | 195 |
|
|
2013
Q4 | $269K | Buy |
10,118
+620
| +7% | +$16.5K | 0.15% | 29 |
|
|
2013
Q3 | $243K | Sell |
9,498
-1,948
| -17% | -$49.8K | 0.14% | 31 |
|
|
2013
Q2 | $306K | Buy |
+11,446
| New | +$306K | 0.2% | 27 |
|