Vantage Financial Partners (Illinois)’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,307
| Closed | -$485K | – | 89 |
|
|
2021
Q2 | $485K | Sell |
22,307
-532
| -2% | -$11.6K | 0.27% | 57 |
|
|
2021
Q1 | $522K | Hold |
22,839
| – | – | 0.29% | 52 |
|
|
2020
Q4 | $496K | Sell |
22,839
-1,046
| -4% | -$22.7K | 0.29% | 52 |
|
|
2020
Q3 | $514K | Buy |
23,885
+2,516
| +12% | +$54.2K | 0.31% | 51 |
|
|
2020
Q2 | $488K | Hold |
21,369
| – | – | 0.31% | 43 |
|
|
2020
Q1 | $470K | Sell |
21,369
-2,822
| -12% | -$62.1K | 0.34% | 42 |
|
|
2019
Q4 | $714K | Buy |
24,191
+7,547
| +45% | +$223K | 0.42% | 37 |
|
|
2019
Q3 | $476K | Sell |
16,644
-475
| -3% | -$13.6K | 0.31% | 41 |
|
|
2019
Q2 | $433K | Sell |
17,119
-760
| -4% | -$19.2K | 0.28% | 49 |
|
|
2019
Q1 | $423K | Sell |
17,879
-645
| -3% | -$15.3K | 0.28% | 48 |
|
|
2018
Q4 | $399K | Sell |
18,524
-8,476
| -31% | -$183K | 0.29% | 46 |
|
|
2018
Q3 | $685K | Sell |
27,000
-5,893
| -18% | -$150K | 0.44% | 33 |
|
|
2018
Q2 | $798K | Buy |
32,893
+16,898
| +106% | +$410K | 0.53% | 30 |
|
|
2018
Q1 | $431K | Hold |
15,995
| – | – | 0.3% | 48 |
|
|
2017
Q4 | $468K | Sell |
15,995
-14,760
| -48% | -$432K | 0.31% | 43 |
|
|
2017
Q3 | $873K | Buy |
30,755
+19,791
| +181% | +$562K | 0.61% | 26 |
|
|
2017
Q2 | $314K | Buy |
+10,964
| New | +$314K | 0.22% | 51 |
|
|
2017
Q1 | – | Sell |
-11,013
| Closed | -$354K | – | 66 |
|
|
2016
Q4 | $354K | Buy |
+11,013
| New | +$354K | 0.32% | 32 |
|