Sterling Financial Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,286
| Closed | -$201K | – | 97 |
|
|
2022
Q1 | $201K | Buy |
11,286
+25
| +0.2% | +$445 | 0.13% | 93 |
|
|
2021
Q4 | $209K | Buy |
11,261
+480
| +4% | +$8.91K | 0.13% | 92 |
|
|
2021
Q3 | $220K | Buy |
10,781
+1,755
| +19% | +$35.8K | 0.14% | 82 |
|
|
2021
Q2 | $196K | Sell |
9,026
-253
| -3% | -$5.49K | 0.13% | 87 |
|
|
2021
Q1 | $212K | Sell |
9,279
-5,053
| -35% | -$115K | 0.15% | 75 |
|
|
2020
Q4 | $311K | Buy |
+14,332
| New | +$311K | 0.25% | 53 |
|