Swaine & Leidel Wealth Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.89K | Buy |
+5,152
| New | +$3.89K | 2.99% | 14 |
|
|
2021
Q3 | $227K | Buy |
+11,164
| New | +$227K | 0.2% | 56 |
|
|
2021
Q1 | $3.89M | Buy |
170,191
+9,223
| +6% | +$211K | 2.51% | 19 |
|
|
2020
Q4 | $3.5M | Buy |
160,968
+32,809
| +26% | +$713K | 2.54% | 14 |
|
|
2020
Q3 | $2.76M | Sell |
128,159
-4,103
| -3% | -$88.4K | 2.69% | 22 |
|
|
2020
Q2 | $3.02M | Buy |
132,262
+3,541
| +3% | +$80.9K | 3.08% | 15 |
|
|
2020
Q1 | $2.83M | Buy |
128,721
+11,061
| +9% | +$244K | 2.94% | 13 |
|
|
2019
Q4 | $3.47M | Buy |
+117,660
| New | +$3.47M | 2.9% | 5 |
|
|
2019
Q1 | – | Sell |
-70,191
| Closed | -$1.61M | – | 63 |
|
|
2018
Q4 | $1.61M | Buy |
+70,191
| New | +$1.61M | 2.55% | 16 |
|