TFO Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$440 | – | 664 |
|
|
2024
Q1 | $440 | Sell |
25
-12
| -32% | -$211 | ﹤0.01% | 291 |
|
|
2023
Q4 | $621 | Sell |
37
-52
| -58% | -$873 | ﹤0.01% | 281 |
|
|
2023
Q3 | $1.42K | Buy |
89
+64
| +256% | +$1.02K | ﹤0.01% | 232 |
|
|
2023
Q2 | $399 | Hold |
25
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $481 | Buy |
25
+13
| +108% | +$250 | ﹤0.01% | 256 |
|
|
2022
Q4 | $978 | Sell |
12
-343
| -97% | -$28K | ﹤0.01% | 375 |
|
|
2022
Q3 | $5K | Buy |
355
+263
| +286% | +$3.7K | ﹤0.01% | 102 |
|
|
2022
Q2 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 356 |
|
|
2022
Q1 | – | Sell |
-132
| Closed | -$2K | – | 163 |
|
|
2021
Q4 | $2K | Buy |
132
+128
| +3,200% | +$1.94K | ﹤0.01% | 126 |
|
|
2021
Q3 | $0 | Sell |
4
-69
| -95% | – | ﹤0.01% | 182 |
|
|
2021
Q2 | $2K | Sell |
73
-854
| -92% | -$23.4K | ﹤0.01% | 104 |
|
|
2021
Q1 | $21K | Buy |
+927
| New | +$21K | 0.01% | 103 |
|
|
2020
Q3 | – | Sell |
-265
| Closed | -$6K | – | 187 |
|
|
2020
Q2 | $6K | Buy |
+265
| New | +$6K | ﹤0.01% | 112 |
|
|
2020
Q1 | – | Sell |
-927
| Closed | -$27K | – | 169 |
|
|
2019
Q4 | $27K | Buy |
+927
| New | +$27K | 0.02% | 82 |
|