Triad Financial Advisors’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 | $262K | Sell |
17,448
-1,522
| -8% | -$22.9K | 0.09% | 86 |
|
|
2023
Q2 | $303K | Sell |
18,970
-275
| -1% | -$4.39K | 0.12% | 72 |
|
|
2023
Q1 | $370K | Buy |
19,245
+26
| +0.1% | +$500 | 0.16% | 56 |
|
|
2022
Q4 | $354K | Sell |
19,219
-440
| -2% | -$8.1K | 0.16% | 72 |
|
|
2022
Q3 | $302K | Buy |
19,659
+173
| +0.9% | +$2.66K | 0.16% | 74 |
|
|
2022
Q2 | $408K | Sell |
19,486
-6,164
| -24% | -$129K | 0.23% | 52 |
|
|
2022
Q1 | $458K | Sell |
25,650
-450
| -2% | -$8.04K | 0.25% | 55 |
|
|
2021
Q4 | $485K | Buy |
+26,100
| New | +$485K | 0.29% | 57 |
|