TIAM2
Tru Independence Asset Management 2’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,598
| Closed | -$204K | – | 94 |
|
|
2022
Q1 | $204K | Sell |
8,598
-512
| -6% | -$12.1K | 0.12% | 96 |
|
|
2021
Q4 | $225K | Sell |
9,110
-8,416
| -48% | -$208K | 0.12% | 118 |
|
|
2021
Q3 | $473K | Buy |
17,526
+735
| +4% | +$19.8K | 0.34% | 55 |
|
|
2021
Q2 | $483K | Buy |
16,791
+8,911
| +113% | +$256K | 0.33% | 67 |
|
|
2021
Q1 | $239K | Sell |
7,880
-861
| -10% | -$26.1K | 0.19% | 96 |
|
|
2020
Q4 | $251K | Buy |
+8,741
| New | +$251K | 0.21% | 85 |
|