V Wealth Advisors’s AT&T T Stock Holding History

V Wealth Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-69,172	Closed	-$1.1M	–	334
2023 Q2	$1.1M	Buy	69,172 +615	+0.9%	+$9.81K	0.18%	104
2023 Q1	$1.32M	Buy	68,557 +805	+1%	+$15.5K	0.25%	88
2022 Q4	$1.25M	Sell	67,752 -38,124	-36%	-$702K	0.26%	86
2022 Q3	$1.62M	Buy	105,876 +4,441	+4%	+$68.1K	0.32%	66
2022 Q2	$2.13M	Buy	101,435 +13,082	+15%	+$274K	0.4%	48
2022 Q1	$1.58M	Sell	88,353 -625	-0.7%	-$11.2K	0.25%	97
2021 Q4	$1.65M	Sell	88,978 -1,572	-2%	-$29.2K	0.24%	91
2021 Q3	$1.85M	Sell	90,550 -5,273	-6%	-$108K	0.29%	75
2021 Q2	$2.09M	Sell	95,823 -2,052	-2%	-$44.8K	0.33%	68
2021 Q1	$2.24M	Sell	97,875 -8,038	-8%	-$184K	0.41%	52
2020 Q4	$2.3M	Buy	105,913 +89,048	+528%	+$1.93M	0.48%	39
2020 Q3	$363K	Sell	16,865 -66,180	-80%	-$1.42M	0.25%	106
2020 Q2	$1.9M	Sell	83,045 -23,038	-22%	-$526K	0.49%	39
2020 Q1	$2.34M	Buy	106,083 +34,027	+47%	+$749K	0.73%	23
2019 Q4	$2.06M	Hold	72,056	–	–	0.74%	28
2019 Q3	$2.06M	Sell	72,056 -1,618	-2%	-$46.2K	0.74%	28
2019 Q2	$1.87M	Buy	73,674 +2,234	+3%	+$56.7K	0.71%	33
2019 Q1	$1.66M	Buy	71,440 +736	+1%	+$17.1K	0.67%	40
2018 Q4	$1.67M	Buy	70,704 +3,326	+5%	+$78.6K	0.85%	31
2018 Q3	$1.71M	Buy	67,378 +4,043	+6%	+$103K	0.79%	39
2018 Q2	$1.57M	Buy	63,335 +6,702	+12%	+$166K	0.88%	34
2018 Q1	$1.51M	Buy	56,633 +2,992	+6%	+$79.7K	0.8%	40
2017 Q4	$1.49M	Buy	53,641 +490	+0.9%	+$13.6K	0.75%	42
2017 Q3	$1.58M	Sell	53,151 -3,071	-5%	-$91.4K	0.8%	40
2017 Q2	$1.61M	Sell	56,222 -9,905	-15%	-$284K	0.76%	40
2017 Q1	$2.07M	Buy	66,127 +5,377	+9%	+$168K	1.27%	20
2016 Q4	$1.96M	Sell	60,750 -2,102	-3%	-$67.7K	1.43%	16
2016 Q3	$1.92M	Sell	62,852 -1,206	-2%	-$36.8K	1.55%	11
2016 Q2	$2.09M	Buy	64,058 +4,483	+8%	+$147K	1.72%	9
2016 Q1	$1.78M	Buy	+59,575	New	+$1.78M	1.42%	20