StrongBox Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,525
| Closed | -$235K | – | 105 |
|
|
2021
Q3 | $235K | Sell |
11,525
-1,977
| -15% | -$40.3K | 0.13% | 92 |
|
|
2021
Q2 | $293K | Buy |
13,502
+25
| +0.2% | +$543 | 0.17% | 85 |
|
|
2021
Q1 | $308K | Sell |
13,477
-1,358
| -9% | -$31K | 0.19% | 74 |
|
|
2020
Q4 | $322K | Sell |
14,835
-403
| -3% | -$8.75K | 0.21% | 74 |
|
|
2020
Q3 | $328K | Sell |
15,238
-2,034
| -12% | -$43.8K | 0.24% | 62 |
|
|
2020
Q2 | $394K | Buy |
17,272
+5,024
| +41% | +$115K | 0.36% | 61 |
|
|
2020
Q1 | $270K | Buy |
+12,248
| New | +$270K | 0.31% | 70 |
|