TWM
Torch Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $859K | Buy |
21,999
+1,360
| +7% | +$53.1K | 0.47% | 61 |
|
|
2019
Q3 | $781K | Sell |
20,639
-2,110
| -9% | -$79.8K | 0.46% | 60 |
|
|
2019
Q2 | $762K | Sell |
22,749
-850
| -4% | -$28.5K | 0.46% | 64 |
|
|
2019
Q1 | $740K | Sell |
23,599
-800
| -3% | -$25.1K | 0.46% | 62 |
|
|
2018
Q4 | $696K | Sell |
24,399
-2,550
| -9% | -$72.7K | 0.5% | 58 |
|
|
2018
Q3 | $905K | Hold |
26,949
| – | – | 0.54% | 59 |
|
|
2018
Q2 | $865K | Buy |
26,949
+800
| +3% | +$25.7K | 0.54% | 62 |
|
|
2018
Q1 | $932K | Sell |
26,149
-600
| -2% | -$21.4K | 0.6% | 58 |
|
|
2017
Q4 | $1.04M | Sell |
26,749
-9,300
| -26% | -$362K | 0.64% | 57 |
|
|
2017
Q3 | $1.41M | Buy |
36,049
+200
| +0.6% | +$7.83K | 0.93% | 43 |
|
|
2017
Q2 | $1.35M | Buy |
35,849
+200
| +0.6% | +$7.55K | 0.93% | 41 |
|
|
2017
Q1 | $1.48M | Buy |
35,649
+550
| +2% | +$22.8K | 0.99% | 41 |
|
|
2016
Q4 | $1.49M | Hold |
35,099
| – | – | 1.05% | 38 |
|
|
2016
Q3 | $1.43M | Hold |
35,099
| – | – | 1.04% | 36 |
|
|
2016
Q2 | $1.52M | Hold |
35,099
| – | – | 1.11% | 33 |
|
|
2016
Q1 | $1.38M | Buy |
+35,099
| New | +$1.38M | 1.03% | 36 |
|
|
2014
Q3 | – | Sell |
-1,894
| Closed | -$67K | – | 217 |
|
|
2014
Q2 | $67K | Hold |
1,894
| – | – | 0.05% | 143 |
|
|
2014
Q1 | $66K | Buy |
1,894
+250
| +15% | +$8.71K | 0.05% | 135 |
|
|
2013
Q4 | $58K | Buy |
+1,644
| New | +$58K | 0.04% | 135 |
|