Ulland Investment 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
Q2 | – | Sell |
-2,017
| Closed | -$39K | – | 225 |
|
|
2023
Q1 | $39K | Hold |
2,017
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $37K | Hold |
2,017
| – | – | 0.04% | 106 |
|
|
2022
Q3 | $31K | Hold |
2,017
| – | – | 0.03% | 110 |
|
|
2022
Q2 | $42K | Sell |
2,017
-654
| -24% | -$13.6K | 0.04% | 107 |
|
|
2022
Q1 | $48K | Hold |
2,671
| – | – | 0.04% | 107 |
|
|
2021
Q4 | $50K | Buy |
+2,671
| New | +$50K | 0.03% | 105 |
|