Taylor Wealth Management Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,946
| Closed | -$42K | – | 107 |
|
|
2018
Q4 | $42K | Sell |
1,946
-265
| -12% | -$5.72K | 0.02% | 61 |
|
|
2018
Q3 | $56K | Buy |
2,211
+424
| +24% | +$10.7K | 0.02% | 71 |
|
|
2018
Q2 | $43K | Hold |
1,787
| – | – | 0.02% | 78 |
|
|
2018
Q1 | $48K | Sell |
1,787
-927
| -34% | -$24.9K | 0.02% | 71 |
|
|
2017
Q4 | $80K | Sell |
2,714
-662
| -20% | -$19.5K | 0.03% | 89 |
|
|
2017
Q3 | $100K | Hold |
3,376
| – | – | 0.04% | 81 |
|
|
2017
Q2 | $96K | Hold |
3,376
| – | – | 0.04% | 80 |
|
|
2017
Q1 | $106K | Buy |
3,376
+14
| +0.4% | +$440 | 0.05% | 78 |
|
|
2016
Q4 | $108K | Hold |
3,362
| – | – | 0.05% | 73 |
|
|
2016
Q3 | $103K | Hold |
3,362
| – | – | 0.05% | 71 |
|
|
2016
Q2 | $110K | Buy |
3,362
+927
| +38% | +$30.3K | 0.04% | 65 |
|
|
2016
Q1 | $72K | Buy |
2,435
+1,986
| +442% | +$58.7K | 0.03% | 72 |
|
|
2015
Q4 | $12K | Hold |
449
| – | – | 0.01% | 108 |
|
|
2015
Q3 | $11K | Buy |
449
+250
| +126% | +$6.13K | 0.01% | 118 |
|
|
2015
Q2 | $5K | Sell |
199
-1,005
| -83% | -$25.3K | ﹤0.01% | 167 |
|
|
2015
Q1 | $30K | Buy |
+1,204
| New | +$30K | 0.01% | 96 |
|