SWM
SVA Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $260K | Buy |
9,044
+2
| +0% | +$57 | 0.02% | 209 |
|
|
2020
Q3 | $258K | Sell |
9,042
-1,271
| -12% | -$36.3K | 0.03% | 181 |
|
|
2020
Q2 | $312K | Buy |
10,313
+200
| +2% | +$6.05K | 0.03% | 169 |
|
|
2020
Q1 | $295K | Sell |
10,113
-980
| -9% | -$28.6K | 0.03% | 167 |
|
|
2019
Q4 | $433K | Sell |
11,093
-4,903
| -31% | -$191K | 0.04% | 160 |
|
|
2019
Q3 | $605K | Buy |
15,996
+1,135
| +8% | +$42.9K | 0.06% | 137 |
|
|
2019
Q2 | $498K | Sell |
14,861
-1,186
| -7% | -$39.7K | 0.05% | 147 |
|
|
2019
Q1 | $503K | Sell |
16,047
-31,397
| -66% | -$984K | 0.05% | 151 |
|
|
2018
Q4 | $1.35M | Sell |
47,444
-9,191
| -16% | -$262K | 0.15% | 105 |
|
|
2018
Q3 | $1.9M | Sell |
56,635
-16,693
| -23% | -$561K | 0.19% | 91 |
|
|
2018
Q2 | $2.36M | Sell |
73,328
-34,049
| -32% | -$1.09M | 0.25% | 83 |
|
|
2018
Q1 | $4.21M | Buy |
107,377
+6,933
| +7% | +$272K | 0.52% | 53 |
|
|
2017
Q4 | $3.91M | Sell |
100,444
-6,933
| -6% | -$270K | 0.46% | 59 |
|
|
2017
Q3 | $4.21M | Buy |
107,377
+3,161
| +3% | +$124K | 0.52% | 53 |
|
|
2017
Q2 | $3.93M | Buy |
104,216
+453
| +0.4% | +$17.1K | 0.51% | 57 |
|
|
2017
Q1 | $4.31M | Sell |
103,763
-13,443
| -11% | -$559K | 0.58% | 53 |
|
|
2016
Q4 | $4.99M | Buy |
117,206
+9,017
| +8% | +$384K | 0.74% | 41 |
|
|
2016
Q3 | $4.39M | Buy |
108,189
+38,562
| +55% | +$1.57M | 0.68% | 49 |
|
|
2016
Q2 | $3.01M | Sell |
69,627
-1,707
| -2% | -$73.8K | 0.49% | 65 |
|
|
2016
Q1 | $2.79M | Buy |
71,334
+3,102
| +5% | +$121K | 0.46% | 67 |
|
|
2015
Q4 | $2.35M | Buy |
68,232
+5,195
| +8% | +$179K | 0.41% | 75 |
|
|
2015
Q3 | $2.05M | Buy |
63,037
+7,421
| +13% | +$242K | 0.38% | 76 |
|
|
2015
Q2 | $1.98M | Buy |
55,616
+2,435
| +5% | +$86.5K | 0.36% | 77 |
|
|
2015
Q1 | $1.74M | Buy |
53,181
+7,635
| +17% | +$249K | 0.32% | 90 |
|
|
2014
Q4 | $1.53M | Buy |
45,546
+6,948
| +18% | +$233K | 0.56% | 42 |
|
|
2014
Q3 | $1.36M | Sell |
38,598
-306
| -0.8% | -$10.8K | 0.58% | 44 |
|
|
2014
Q2 | $1.38M | Buy |
38,904
+1,860
| +5% | +$65.8K | 0.59% | 43 |
|
|
2014
Q1 | $1.3M | Buy |
37,044
+7,671
| +26% | +$269K | 0.61% | 41 |
|
|
2013
Q4 | $1.03M | Buy |
+29,373
| New | +$1.03M | 0.62% | 45 |
|