Wealth Management Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,011
| Closed | -$204K | – | 118 |
|
|
2021
Q3 | $204K | Sell |
10,011
-1,904
| -16% | -$38.8K | 0.15% | 106 |
|
|
2021
Q2 | $259K | Buy |
11,915
+12
| +0.1% | +$261 | 0.18% | 101 |
|
|
2021
Q1 | $278K | Sell |
11,903
-3,957
| -25% | -$92.4K | 0.21% | 99 |
|
|
2020
Q4 | $356K | Buy |
+15,860
| New | +$356K | 0.28% | 82 |
|