Summit Wealth & Retirement Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,553
| Closed | -$881K | – | 121 |
|
|
2020
Q4 | $881K | Sell |
40,553
-4,018
| -9% | -$87.3K | 0.33% | 56 |
|
|
2020
Q3 | $960K | Buy |
44,571
+161
| +0.4% | +$3.47K | 0.41% | 42 |
|
|
2020
Q2 | $1.01M | Sell |
44,410
-2,531
| -5% | -$57.8K | 0.48% | 43 |
|
|
2020
Q1 | $1.03M | Buy |
46,941
+2,551
| +6% | +$56.1K | 0.55% | 44 |
|
|
2019
Q4 | $1.31M | Sell |
44,390
-77
| -0.2% | -$2.27K | 0.58% | 38 |
|
|
2019
Q3 | $1.27M | Sell |
44,467
-4,534
| -9% | -$130K | 0.77% | 32 |
|
|
2019
Q2 | $1.24M | Buy |
49,001
+24
| +0% | +$607 | 0.73% | 32 |
|
|
2019
Q1 | $1.16M | Buy |
48,977
+2,502
| +5% | +$59.3K | 0.69% | 34 |
|
|
2018
Q4 | $1M | Buy |
+46,475
| New | +$1M | 0.76% | 31 |
|