TW
Transform Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,038
| Closed | -$214K | – | 224 |
|
|
2022
Q1 | $214K | Sell |
9,038
-321
| -3% | -$7.6K | 0.02% | 215 |
|
|
2021
Q4 | $230K | Buy |
9,359
+4
| +0% | +$98 | 0.02% | 209 |
|
|
2021
Q3 | $253K | Buy |
9,355
+501
| +6% | +$13.5K | 0.03% | 202 |
|
|
2021
Q2 | $255K | Buy |
+8,854
| New | +$255K | 0.03% | 208 |
|
|
2020
Q4 | – | Sell |
-9,109
| Closed | -$260K | – | 225 |
|
|
2020
Q3 | $260K | Buy |
9,109
+1
| +0% | +$29 | 0.04% | 189 |
|
|
2020
Q2 | $275K | Sell |
9,108
-420
| -4% | -$12.7K | 0.05% | 191 |
|
|
2020
Q1 | $278K | Sell |
9,528
-3,002
| -24% | -$87.6K | 0.06% | 177 |
|
|
2019
Q4 | $490K | Buy |
12,530
+2,342
| +23% | +$91.6K | 0.08% | 161 |
|
|
2019
Q3 | $386K | Sell |
10,188
-2,152
| -17% | -$81.5K | 0.07% | 158 |
|
|
2019
Q2 | $413K | Buy |
12,340
+4,304
| +54% | +$144K | 0.06% | 184 |
|
|
2019
Q1 | $252K | Sell |
8,036
-9,600
| -54% | -$301K | 0.05% | 148 |
|
|
2018
Q4 | $503K | Sell |
17,636
-24,144
| -58% | -$689K | 0.1% | 132 |
|
|
2018
Q3 | $1.4M | Sell |
41,780
-10,910
| -21% | -$366K | 0.24% | 104 |
|
|
2018
Q2 | $1.69M | Buy |
52,690
+42,550
| +420% | +$1.37M | 0.31% | 99 |
|
|
2018
Q1 | $362K | Sell |
10,140
-234
| -2% | -$8.35K | 0.07% | 188 |
|
|
2017
Q4 | $403K | Sell |
10,374
-402
| -4% | -$15.6K | 0.07% | 196 |
|
|
2017
Q3 | $422K | Buy |
+10,776
| New | +$422K | 0.15% | 160 |
|
|
2017
Q2 | – | Sell |
-12,109
| Closed | -$503K | – | 166 |
|
|
2017
Q1 | $503K | Buy |
12,109
+370
| +3% | +$15.4K | 0.19% | 149 |
|
|
2016
Q4 | $499K | Buy |
11,739
+12
| +0.1% | +$510 | 0.2% | 148 |
|
|
2016
Q3 | $476K | Sell |
11,727
-26,559
| -69% | -$1.08M | 0.2% | 136 |
|
|
2016
Q2 | $1.65M | Buy |
+38,286
| New | +$1.65M | 0.7% | 36 |
|