TrueWealth LLC’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.04M | Sell |
89,169
-165
| -0.2% | -$3.77K | 0.86% | 18 |
|
|
2020
Q1 | $1.97M | Sell |
89,334
-2,092
| -2% | -$46.1K | 0.96% | 17 |
|
|
2019
Q4 | $2.7M | Sell |
91,426
-4,134
| -4% | -$122K | 1.09% | 15 |
|
|
2019
Q3 | $2.73M | Sell |
95,560
-635
| -0.7% | -$18.1K | 1.18% | 13 |
|
|
2019
Q2 | $2.44M | Sell |
96,195
-15,000
| -13% | -$380K | 1.08% | 15 |
|
|
2019
Q1 | $2.63M | Sell |
111,195
-48,311
| -30% | -$1.14M | 1.22% | 13 |
|
|
2018
Q4 | $3.44M | Sell |
159,506
-3,439
| -2% | -$74.1K | 1.74% | 10 |
|
|
2018
Q3 | $4.13M | Sell |
162,945
-3,753
| -2% | -$95.2K | 1.89% | 11 |
|
|
2018
Q2 | $4.04M | Buy |
166,698
+7,386
| +5% | +$179K | 1.92% | 11 |
|
|
2018
Q1 | $4.29M | Sell |
159,312
-21,405
| -12% | -$576K | 2.16% | 8 |
|
|
2017
Q4 | $5.31M | Buy |
+180,717
| New | +$5.31M | 2.49% | 5 |
|