Wealthcare Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,205
| Closed | -$165K | – | 593 |
|
|
2021
Q1 | $165K | Buy |
+7,205
| New | +$165K | 0.02% | 80 |
|
|
2020
Q2 | – | Sell |
-4,911
| Closed | -$108K | – | 222 |
|
|
2020
Q1 | $108K | Sell |
4,911
-556
| -10% | -$12.2K | 0.01% | 67 |
|
|
2019
Q4 | $161K | Buy |
5,467
+723
| +15% | +$21.3K | 0.02% | 64 |
|
|
2019
Q3 | $136K | Buy |
4,744
+1,602
| +51% | +$45.9K | 0.02% | 69 |
|
|
2019
Q2 | $80K | Buy |
3,142
+3
| +0.1% | +$76 | 0.01% | 83 |
|
|
2019
Q1 | $74K | Buy |
3,139
+2
| +0.1% | +$47 | 0.01% | 83 |
|
|
2018
Q4 | $68K | Sell |
3,137
-744
| -19% | -$16.1K | 0.01% | 83 |
|
|
2018
Q3 | $98K | Sell |
3,881
-100
| -3% | -$2.53K | 0.01% | 68 |
|
|
2018
Q2 | $97K | Buy |
3,981
+78
| +2% | +$1.9K | 0.01% | 66 |
|
|
2018
Q1 | $105K | Buy |
3,903
+2
| +0.1% | +$54 | 0.01% | 62 |
|
|
2017
Q4 | $115K | Buy |
3,901
+3
| +0.1% | +$88 | 0.01% | 60 |
|
|
2017
Q3 | $115K | Buy |
3,898
+1
| +0% | +$30 | 0.01% | 57 |
|
|
2017
Q2 | $111K | Sell |
3,897
-15
| -0.4% | -$427 | 0.01% | 58 |
|
|
2017
Q1 | $123K | Buy |
3,912
+2
| +0.1% | +$63 | 0.01% | 57 |
|
|
2016
Q4 | $126K | Buy |
3,910
+333
| +9% | +$10.7K | 0.01% | 52 |
|
|
2016
Q3 | $110K | Buy |
3,577
+2
| +0.1% | +$62 | 0.01% | 54 |
|
|
2016
Q2 | $117K | Buy |
3,575
+2,100
| +142% | +$68.7K | 0.01% | 52 |
|
|
2016
Q1 | $44K | Sell |
1,475
-90
| -6% | -$2.69K | 0.01% | 83 |
|
|
2015
Q4 | $41K | Sell |
1,565
-83
| -5% | -$2.17K | 0.01% | 92 |
|
|
2015
Q3 | $41K | Sell |
1,648
-155
| -9% | -$3.86K | 0.01% | 98 |
|
|
2015
Q2 | $48K | Sell |
1,803
-12,401
| -87% | -$330K | 0.01% | 104 |
|
|
2015
Q1 | $350K | Buy |
14,204
+12,922
| +1,008% | +$318K | 0.04% | 72 |
|
|
2014
Q4 | $33K | Buy |
1,282
+19
| +2% | +$489 | ﹤0.01% | 97 |
|
|
2014
Q3 | $34K | Hold |
1,263
| – | – | ﹤0.01% | 94 |
|
|
2014
Q2 | $34K | Hold |
1,263
| – | – | 0.01% | 89 |
|
|
2014
Q1 | $33K | Buy |
1,263
+349
| +38% | +$9.12K | 0.01% | 89 |
|
|
2013
Q4 | $24K | Hold |
914
| – | – | ﹤0.01% | 63 |
|
|
2013
Q3 | $23K | Sell |
914
-529
| -37% | -$13.3K | ﹤0.01% | 62 |
|
|
2013
Q2 | $39K | Buy |
+1,443
| New | +$39K | 0.01% | 50 |
|