Waller Financial Planning Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,719
| Closed | -$218K | – | 55 |
|
|
2021
Q4 | $218K | Sell |
11,719
-4,342
| -27% | -$80.8K | 0.05% | 49 |
|
|
2021
Q3 | $328K | Buy |
16,061
+62
| +0.4% | +$1.27K | 0.09% | 39 |
|
|
2021
Q2 | $348K | Buy |
15,999
+1,830
| +13% | +$39.8K | 0.09% | 41 |
|
|
2021
Q1 | $324K | Buy |
14,169
+1,125
| +9% | +$25.7K | 0.09% | 41 |
|
|
2020
Q4 | $283K | Sell |
13,044
-11,691
| -47% | -$254K | 0.09% | 43 |
|
|
2020
Q3 | $533K | Buy |
24,735
+5,664
| +30% | +$122K | 0.2% | 36 |
|
|
2020
Q2 | $435K | Hold |
19,071
| – | – | 0.17% | 39 |
|
|
2020
Q1 | $420K | Sell |
19,071
-739
| -4% | -$16.3K | 0.22% | 34 |
|
|
2019
Q4 | $585K | Sell |
19,810
-1,051
| -5% | -$31K | 0.29% | 34 |
|
|
2019
Q3 | $606K | Buy |
20,861
+3,927
| +23% | +$114K | 0.32% | 33 |
|
|
2019
Q2 | $428K | Buy |
16,934
+883
| +6% | +$22.3K | 0.24% | 38 |
|
|
2019
Q1 | $391K | Buy |
16,051
+1,683
| +12% | +$41K | 0.23% | 38 |
|
|
2018
Q4 | $310K | Buy |
+14,368
| New | +$310K | 0.21% | 38 |
|