SIAP
Sterling Investment Advisors (Pennsylvania)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,402
| Closed | -$92K | – | 467 |
|
|
2022
Q2 | $92K | Buy |
4,402
+67
| +2% | +$1.4K | 0.03% | 187 |
|
|
2022
Q1 | $102K | Hold |
4,335
| – | – | 0.03% | 193 |
|
|
2021
Q4 | $107K | Sell |
4,335
-921
| -18% | -$22.7K | 0.03% | 189 |
|
|
2021
Q3 | $142K | Buy |
5,256
+112
| +2% | +$3.03K | 0.04% | 168 |
|
|
2021
Q2 | $148K | Hold |
5,144
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $156K | Sell |
5,144
-600
| -10% | -$18.2K | 0.05% | 153 |
|
|
2020
Q4 | $165K | Buy |
5,744
+497
| +9% | +$14.3K | 0.06% | 143 |
|
|
2020
Q3 | $150K | Hold |
5,247
| – | – | 0.06% | 138 |
|
|
2020
Q2 | $158K | Buy |
5,247
+251
| +5% | +$7.56K | 0.07% | 134 |
|
|
2020
Q1 | $145K | Sell |
4,996
-1,693
| -25% | -$49.1K | 0.08% | 124 |
|
|
2019
Q4 | $261K | Hold |
6,689
| – | – | 0.12% | 102 |
|
|
2019
Q3 | $253K | Hold |
6,689
| – | – | 0.13% | 95 |
|
|
2019
Q2 | $224K | Hold |
6,689
| – | – | 0.11% | 106 |
|
|
2019
Q1 | $210K | Sell |
6,689
-270
| -4% | -$8.48K | 0.11% | 110 |
|
|
2018
Q4 | $198K | Sell |
6,959
-399
| -5% | -$11.4K | 0.12% | 107 |
|
|
2018
Q3 | $247K | Sell |
7,358
-122
| -2% | -$4.1K | 0.13% | 106 |
|
|
2018
Q2 | $240K | Buy |
7,480
+2,127
| +40% | +$68.2K | 0.14% | 103 |
|
|
2018
Q1 | $191K | Hold |
5,353
| – | – | 0.12% | 110 |
|
|
2017
Q4 | $208K | Hold |
5,353
| – | – | 0.13% | 104 |
|
|
2017
Q3 | $210K | Buy |
5,353
+193
| +4% | +$7.57K | 0.14% | 101 |
|
|
2017
Q2 | $195K | Buy |
5,160
+2,436
| +89% | +$92.1K | 0.13% | 104 |
|
|
2017
Q1 | $113K | Buy |
2,724
+2,024
| +289% | +$84K | 0.08% | 120 |
|
|
2016
Q4 | $30K | Buy |
+700
| New | +$30K | 0.02% | 185 |
|