SWS
SYSTM Wealth Solutions’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,845
| Closed | -$188K | – | 567 |
|
|
2024
Q2 | $188K | Sell |
9,845
-2,496
| -20% | -$47.7K | 0.04% | 193 |
|
|
2024
Q1 | $217K | Sell |
12,341
-3,206
| -21% | -$56.4K | 0.03% | 391 |
|
|
2023
Q4 | $261K | Sell |
15,547
-1,524
| -9% | -$25.6K | 0.04% | 349 |
|
|
2023
Q3 | $256K | Sell |
17,071
-10,655
| -38% | -$160K | 0.04% | 392 |
|
|
2023
Q2 | $442K | Buy |
27,726
+8,307
| +43% | +$132K | 0.06% | 330 |
|
|
2023
Q1 | $374K | Buy |
19,419
+3,171
| +20% | +$61K | 0.06% | 345 |
|
|
2022
Q4 | $299K | Buy |
+16,248
| New | +$299K | 0.04% | 439 |
|