Strategic Wealth Management Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $554K | Sell |
25,476
-4,695
| -16% | -$102K | 0.2% | 64 |
|
|
2021
Q1 | $690K | Buy |
30,171
+2,724
| +10% | +$62.3K | 0.26% | 53 |
|
|
2020
Q4 | $596K | Buy |
27,447
+5,173
| +23% | +$112K | 0.26% | 55 |
|
|
2020
Q3 | $480K | Sell |
22,274
-476
| -2% | -$10.3K | 0.23% | 59 |
|
|
2020
Q2 | $519K | Buy |
22,750
+1,189
| +6% | +$27.1K | 0.31% | 46 |
|
|
2020
Q1 | $475K | Sell |
21,561
-1,342
| -6% | -$29.6K | 0.35% | 38 |
|
|
2019
Q4 | $676K | Buy |
22,903
+3,869
| +20% | +$114K | 0.44% | 33 |
|
|
2019
Q3 | $544K | Buy |
19,034
+1,413
| +8% | +$40.4K | 0.39% | 37 |
|
|
2019
Q2 | $446K | Sell |
17,621
-213
| -1% | -$5.39K | 0.34% | 42 |
|
|
2019
Q1 | $422K | Sell |
17,834
-362
| -2% | -$8.57K | 0.35% | 43 |
|
|
2018
Q4 | $392K | Buy |
+18,196
| New | +$392K | 0.38% | 46 |
|