Tilia Fiduciary Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,465
| Closed | -$55.3K | – | 444 |
|
|
2023
Q2 | $55.3K | Sell |
3,465
-59
| -2% | -$941 | 0.05% | 194 |
|
|
2023
Q1 | $67.8K | Buy |
3,524
+84
| +2% | +$1.62K | 0.06% | 179 |
|
|
2022
Q4 | $63.3K | Buy |
3,440
+5
| +0.1% | +$92 | 0.06% | 180 |
|
|
2022
Q3 | $51K | Buy |
3,435
+6
| +0.2% | +$89 | 0.05% | 196 |
|
|
2022
Q2 | $71K | Sell |
3,429
-1,566
| -31% | -$32.4K | 0.07% | 170 |
|
|
2022
Q1 | $89K | Sell |
4,995
-652
| -12% | -$11.6K | 0.08% | 159 |
|
|
2021
Q4 | $105K | Buy |
+5,647
| New | +$105K | 0.08% | 148 |
|