Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Buy |
21,749
+141
| +0.7% | +$2.12K | 0.15% | 45 |
|
|
2023
Q2 | $327K | Buy |
+21,608
| New | +$327K | 0.14% | 48 |
|
|
2022
Q1 | – | Sell |
-10,883
| Closed | -$202K | – | 75 |
|
|
2021
Q4 | $202K | Sell |
10,883
-2,913
| -21% | -$54.1K | 0.07% | 68 |
|
|
2021
Q3 | $284K | Hold |
13,796
| – | – | 0.11% | 53 |
|
|
2021
Q2 | $292K | Sell |
13,796
-3,963
| -22% | -$83.9K | 0.11% | 54 |
|
|
2021
Q1 | $401K | Buy |
17,759
+981
| +6% | +$22.2K | 0.16% | 45 |
|
|
2020
Q4 | $364K | Sell |
16,778
-2,229
| -12% | -$48.4K | 0.16% | 45 |
|
|
2020
Q3 | $411K | Buy |
19,007
+6,761
| +55% | +$146K | 0.19% | 43 |
|
|
2020
Q2 | $282K | Buy |
12,246
+1,964
| +19% | +$45.2K | 0.15% | 47 |
|
|
2020
Q1 | $234K | Buy |
10,282
+172
| +2% | +$3.91K | 0.15% | 50 |
|
|
2019
Q4 | $292K | Buy |
+10,110
| New | +$292K | 0.17% | 52 |
|