Stonehearth Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,393
| Closed | -$239K | – | 36 |
|
|
2017
Q2 | $239K | Sell |
8,393
-860
| -9% | -$24.5K | 0.19% | 29 |
|
|
2017
Q1 | $290K | Hold |
9,253
| – | – | 0.23% | 29 |
|
|
2016
Q4 | $297K | Hold |
9,253
| – | – | 0.23% | 30 |
|
|
2016
Q3 | $284K | Sell |
9,253
-68
| -0.7% | -$2.09K | 0.22% | 29 |
|
|
2016
Q2 | $304K | Sell |
9,321
-11,139
| -54% | -$363K | 0.24% | 27 |
|
|
2016
Q1 | $605K | Buy |
20,460
+1,296
| +7% | +$38.3K | 0.53% | 26 |
|
|
2015
Q4 | $498K | Sell |
19,164
-2,297
| -11% | -$59.7K | 0.33% | 32 |
|
|
2015
Q3 | $528K | Buy |
21,461
+584
| +3% | +$14.4K | 0.38% | 34 |
|
|
2015
Q2 | $560K | Sell |
20,877
-176
| -0.8% | -$4.72K | 0.39% | 28 |
|
|
2015
Q1 | $519K | Buy |
21,053
+176
| +0.8% | +$4.34K | 0.33% | 28 |
|
|
2014
Q4 | $530K | Buy |
+20,877
| New | +$530K | 0.39% | 29 |
|