VWM
Vector Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $461K | Buy |
10,837
+524
| +5% | +$22.3K | 0.32% | 42 |
|
|
2016
Q3 | $419K | Buy |
10,313
+957
| +10% | +$38.9K | 0.29% | 45 |
|
|
2016
Q2 | $404K | Sell |
9,356
-1
| -0% | -$43 | 0.28% | 47 |
|
|
2016
Q1 | $366K | Sell |
9,357
-2,154
| -19% | -$84.3K | 0.27% | 44 |
|
|
2015
Q4 | $396K | Hold |
11,511
| – | – | 0.31% | 38 |
|
|
2015
Q3 | $388K | Buy |
11,511
+1,027
| +10% | +$34.6K | 0.31% | 42 |
|
|
2015
Q2 | $372K | Buy |
10,484
+12
| +0.1% | +$426 | 0.29% | 42 |
|
|
2015
Q1 | $342K | Buy |
10,472
+1,427
| +16% | +$46.6K | 0.28% | 43 |
|
|
2014
Q4 | $304K | Sell |
9,045
-3,074
| -25% | -$103K | 0.23% | 47 |
|
|
2014
Q3 | $427K | Buy |
12,119
+1,162
| +11% | +$40.9K | 0.31% | 28 |
|
|
2014
Q2 | $387K | Sell |
10,957
-416
| -4% | -$14.7K | 0.28% | 32 |
|
|
2014
Q1 | $399K | Sell |
11,373
-70
| -0.6% | -$2.46K | 0.29% | 29 |
|
|
2013
Q4 | $403K | Buy |
11,443
+10
| +0.1% | +$352 | 0.28% | 28 |
|
|
2013
Q3 | $386K | Sell |
11,433
-783
| -6% | -$26.4K | 0.28% | 34 |
|
|
2013
Q2 | $433K | Buy |
+12,216
| New | +$433K | 0.32% | 29 |
|