Stanford Investment Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,354
| Closed | -$429K | – | 258 |
|
|
2016
Q4 | $429K | Buy |
13,354
+50
| +0.4% | +$1.61K | 0.21% | 34 |
|
|
2016
Q3 | $408K | Buy |
13,304
+583
| +5% | +$17.9K | 0.19% | 37 |
|
|
2016
Q2 | $415K | Buy |
12,721
+3
| +0% | +$98 | 0.21% | 35 |
|
|
2016
Q1 | $376K | Buy |
12,718
+6,730
| +112% | +$199K | 0.21% | 34 |
|
|
2015
Q4 | $156K | Buy |
5,988
+4
| +0.1% | +$104 | 0.08% | 66 |
|
|
2015
Q3 | $147K | Buy |
5,984
+2
| +0% | +$49 | 0.11% | 61 |
|
|
2015
Q2 | $160K | Buy |
5,982
+4
| +0.1% | +$107 | 0.12% | 61 |
|
|
2015
Q1 | $147K | Sell |
5,978
-262
| -4% | -$6.44K | 0.12% | 71 |
|
|
2014
Q4 | $158K | Buy |
+6,240
| New | +$158K | 0.13% | 63 |
|