SFPG
Stonebridge Financial Planning Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,503
| Closed | -$88K | – | 337 |
|
|
2021
Q4 | $88K | Hold |
3,503
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $88K | Buy |
3,503
+125
| +4% | +$3.14K | 0.04% | 178 |
|
|
2021
Q2 | $96K | Sell |
3,378
-348
| -9% | -$9.89K | 0.05% | 165 |
|
|
2021
Q1 | $112K | Buy |
3,726
+1,926
| +107% | +$57.9K | 0.07% | 148 |
|
|
2020
Q4 | $52K | Sell |
1,800
-1,392
| -44% | -$40.2K | 0.03% | 191 |
|
|
2020
Q3 | $87K | Sell |
3,192
-976
| -23% | -$26.6K | 0.06% | 142 |
|
|
2020
Q2 | $125K | Buy |
4,168
+22
| +0.5% | +$660 | 0.11% | 115 |
|
|
2020
Q1 | $124K | Sell |
4,146
-928
| -18% | -$27.8K | 0.12% | 109 |
|
|
2019
Q4 | $198K | Buy |
+5,074
| New | +$198K | 0.18% | 88 |
|