Summit Wealth Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-176,222
| Closed | -$9K | – | 238 |
|
|
2023
Q1 | $9K | Buy |
+176,222
| New | +$9K | 0.21% | 42 |
|
|
2022
Q2 | – | Sell |
-11,319
| Closed | -$202K | – | 29 |
|
|
2022
Q1 | $202K | Buy |
11,319
+460
| +4% | +$8.21K | 0.21% | 28 |
|
|
2021
Q4 | $202K | Buy |
+10,859
| New | +$202K | 0.23% | 30 |
|
|
2021
Q3 | – | Sell |
-9,073
| Closed | -$197K | – | 195 |
|
|
2021
Q2 | $197K | Buy |
9,073
+888
| +11% | +$19.3K | 0.29% | 24 |
|
|
2021
Q1 | $187K | Buy |
+8,185
| New | +$187K | 0.3% | 15 |
|