USAdvisors Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,217
| Closed | -$225K | – | 117 |
|
|
2022
Q4 | $225K | Buy |
+12,217
| New | +$225K | 0.11% | 103 |
|
|
2022
Q2 | – | Sell |
-12,802
| Closed | -$228K | – | 121 |
|
|
2022
Q1 | $228K | Sell |
12,802
-6,949
| -35% | -$124K | 0.1% | 109 |
|
|
2021
Q4 | $367K | Buy |
19,751
+2,656
| +16% | +$49.4K | 0.15% | 90 |
|
|
2021
Q3 | $349K | Buy |
17,095
+4,303
| +34% | +$87.8K | 0.15% | 87 |
|
|
2021
Q2 | $278K | Sell |
12,792
-6,103
| -32% | -$133K | 0.15% | 90 |
|
|
2021
Q1 | $432K | Sell |
18,895
-2,811
| -13% | -$64.3K | 0.21% | 77 |
|
|
2020
Q4 | $471K | Buy |
21,706
+1,173
| +6% | +$25.5K | 0.23% | 62 |
|
|
2020
Q3 | $442K | Sell |
20,533
-1,365
| -6% | -$29.4K | 68.97% | 1 |
|
|
2020
Q2 | $500K | Buy |
+21,898
| New | +$500K | 0.27% | 48 |
|