TWM
Triton Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24,049
| Closed | -$610K | – | 106 |
|
|
2021
Q3 | $610K | Sell |
24,049
-3,063
| -11% | -$77.7K | 0.29% | 47 |
|
|
2021
Q2 | $764K | Buy |
27,112
+5,434
| +25% | +$153K | 0.44% | 35 |
|
|
2021
Q1 | $667K | Buy |
21,678
+947
| +5% | +$29.1K | 0.45% | 37 |
|
|
2020
Q4 | $607K | Buy |
20,731
+190
| +0.9% | +$5.56K | 0.39% | 36 |
|
|
2020
Q3 | $588K | Buy |
20,541
+10,014
| +95% | +$287K | 0.49% | 30 |
|
|
2020
Q2 | $309K | Buy |
10,527
+1,157
| +12% | +$34K | 0.32% | 50 |
|
|
2020
Q1 | $281K | Buy |
+9,370
| New | +$281K | 0.46% | 43 |
|