Vista Capital Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,206
| Closed | -$325K | – | 46 |
|
|
2015
Q3 | $325K | Buy |
13,206
+1,279
| +11% | +$31.5K | 0.11% | 25 |
|
|
2015
Q2 | $320K | Sell |
11,927
-813
| -6% | -$21.8K | 0.1% | 29 |
|
|
2015
Q1 | $314K | Buy |
12,740
+2,196
| +21% | +$54.1K | 0.1% | 32 |
|
|
2014
Q4 | $268K | Buy |
10,544
+850
| +9% | +$21.6K | 0.08% | 38 |
|
|
2014
Q3 | $258K | Buy |
9,694
+302
| +3% | +$8.04K | 0.09% | 35 |
|
|
2014
Q2 | $251K | Hold |
9,392
| – | – | 0.08% | 39 |
|
|
2014
Q1 | $249K | Hold |
9,392
| – | – | 0.09% | 38 |
|
|
2013
Q4 | $249K | Buy |
+9,392
| New | +$249K | 0.09% | 39 |
|