Squar Milner Financial 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 | – | Sell |
-38,673
| Closed | -$883K | – | 174 |
|
|
2020
Q2 | $883K | Buy |
38,673
+4,654
| +14% | +$106K | 0.5% | 49 |
|
|
2020
Q1 | $748K | Buy |
34,019
+2,467
| +8% | +$54.2K | 0.45% | 38 |
|
|
2019
Q4 | $931K | Sell |
31,552
-13,159
| -29% | -$388K | 0.46% | 31 |
|
|
2019
Q3 | $963K | Buy |
44,711
+8,531
| +24% | +$184K | 0.49% | 50 |
|
|
2019
Q2 | $916K | Sell |
36,180
-3,585
| -9% | -$90.8K | 0.62% | 28 |
|
|
2019
Q1 | $941K | Buy |
39,765
+7,196
| +22% | +$170K | 0.69% | 25 |
|
|
2018
Q4 | $702K | Buy |
32,569
+18,255
| +128% | +$393K | 0.67% | 25 |
|
|
2018
Q3 | $363K | Sell |
14,314
-8,338
| -37% | -$211K | 0.33% | 76 |
|
|
2018
Q2 | $549K | Sell |
22,652
-1,580
| -7% | -$38.3K | 0.48% | 46 |
|
|
2018
Q1 | $652K | Sell |
24,232
-1,926
| -7% | -$51.8K | 0.82% | 32 |
|
|
2017
Q4 | $736K | Buy |
+26,158
| New | +$736K | 0.89% | 28 |
|