SWAG
Spectrum Wealth Advisory Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,534
| Closed | -$200K | – | 43 |
|
|
2022
Q2 | $200K | Buy |
9,534
+240
| +3% | +$5.04K | 0.22% | 42 |
|
|
2022
Q1 | $220K | Buy |
9,294
+1
| +0% | +$24 | 0.21% | 44 |
|
|
2021
Q4 | $229K | Sell |
9,293
-1,425
| -13% | -$35.1K | 0.2% | 45 |
|
|
2021
Q3 | $289K | Buy |
10,718
+26
| +0.2% | +$701 | 0.29% | 34 |
|
|
2021
Q2 | $308K | Buy |
10,692
+1,401
| +15% | +$40.4K | 0.3% | 36 |
|
|
2021
Q1 | $281K | Buy |
9,291
+35
| +0.4% | +$1.06K | 0.27% | 33 |
|
|
2020
Q4 | $266K | Sell |
9,256
-8,856
| -49% | -$255K | 0.3% | 28 |
|
|
2020
Q3 | $517K | Buy |
18,112
+9,056
| +100% | +$259K | 0.33% | 27 |
|
|
2020
Q2 | $274K | Sell |
9,056
-703
| -7% | -$21.3K | 0.39% | 29 |
|
|
2020
Q1 | $286K | Buy |
9,759
+3
| +0% | +$88 | 0.62% | 23 |
|
|
2019
Q4 | $381K | Buy |
9,756
+354
| +4% | +$13.8K | 0.68% | 21 |
|
|
2019
Q3 | $356K | Sell |
9,402
-3,082
| -25% | -$117K | 0.71% | 22 |
|
|
2019
Q2 | $419K | Sell |
12,484
-5,501
| -31% | -$185K | 0.86% | 22 |
|
|
2019
Q1 | $564K | Buy |
+17,985
| New | +$564K | 0.88% | 19 |
|