Watermark Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $67K | Buy |
3,089
+265
| +9% | +$5.75K | 0.03% | 74 |
|
|
2018
Q3 | $72K | Buy |
2,824
+1,186
| +72% | +$30.2K | 0.03% | 76 |
|
|
2018
Q2 | $40K | Buy |
1,638
+307
| +23% | +$7.5K | 0.02% | 100 |
|
|
2018
Q1 | $36K | Hold |
1,331
| – | – | 0.01% | 112 |
|
|
2017
Q4 | $39K | Hold |
1,331
| – | – | 0.02% | 107 |
|
|
2017
Q3 | $39K | Sell |
1,331
-165
| -11% | -$4.84K | 0.02% | 104 |
|
|
2017
Q2 | $43K | Hold |
1,496
| – | – | 0.02% | 100 |
|
|
2017
Q1 | $47K | Buy |
+1,496
| New | +$47K | 0.02% | 95 |
|