Stewardship Financial Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$505K Sell
22,086
-7,672
-26% -$175K 0.18% 39
2020
Q4
$646K Buy
29,758
+6,928
+30% +$150K 0.24% 36
2020
Q3
$492K Sell
22,830
-10,564
-32% -$228K 0.2% 36
2020
Q2
$762K Buy
33,394
+7,716
+30% +$176K 0.33% 33
2020
Q1
$565K Sell
25,678
-10,397
-29% -$229K 0.29% 32
2019
Q4
$1.07M Buy
36,075
+12,246
+51% +$362K 0.39% 29
2019
Q3
$681K Sell
23,829
-1,044
-4% -$29.8K 0.29% 32
2019
Q2
$630K Sell
24,873
-1,818
-7% -$46K 0.27% 33
2019
Q1
$632K Buy
26,691
+9,803
+58% +$232K 0.29% 35
2018
Q4
$364K Buy
16,888
+931
+6% +$20.1K 0.19% 38
2018
Q3
$405K Sell
15,957
-14
-0.1% -$355 0.19% 39
2018
Q2
$387K Sell
15,971
-591
-4% -$14.3K 0.19% 39
2018
Q1
$446K Buy
16,562
+1,028
+7% +$27.7K 0.22% 38
2017
Q4
$456K Buy
15,534
+3,524
+29% +$103K 0.23% 38
2017
Q3
$355K Buy
12,010
+20
+0.2% +$591 0.2% 39
2017
Q2
$342K Sell
11,990
-287
-2% -$8.19K 0.21% 38
2017
Q1
$385K Buy
12,277
+516
+4% +$16.2K 0.24% 41
2016
Q4
$378K Sell
11,761
-11,837
-50% -$380K 0.24% 39
2016
Q3
$724K Buy
+23,598
New +$724K 0.46% 33