Wealthfront’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.99M | Sell |
236,022
-16,788
| -7% | -$426K | 0.06% | 51 |
|
|
2018
Q2 | $6.13M | Sell |
252,810
-3,943
| -2% | -$95.6K | 0.06% | 50 |
|
|
2018
Q1 | $6.91M | Buy |
256,753
+24,550
| +11% | +$661K | 0.07% | 46 |
|
|
2017
Q4 | $6.82M | Sell |
232,203
-42,260
| -15% | -$1.24M | 0.08% | 42 |
|
|
2017
Q3 | $8.12M | Sell |
274,463
-662
| -0.2% | -$19.6K | 0.1% | 36 |
|
|
2017
Q2 | $7.84M | Sell |
275,125
-24,630
| -8% | -$702K | 0.12% | 33 |
|
|
2017
Q1 | $9.41M | Buy |
299,755
+22,132
| +8% | +$695K | 0.17% | 27 |
|
|
2016
Q4 | $8.92M | Sell |
277,623
-2,815
| -1% | -$90.4K | 0.2% | 25 |
|
|
2016
Q3 | $8.6M | Buy |
280,438
+254
| +0.1% | +$7.79K | 0.2% | 26 |
|
|
2016
Q2 | $9.14M | Buy |
280,184
+12,480
| +5% | +$407K | 0.25% | 24 |
|
|
2016
Q1 | $7.92M | Buy |
267,704
+145,952
| +120% | +$4.32M | 0.25% | 26 |
|
|
2015
Q4 | $3.16M | Buy |
121,752
+20,788
| +21% | +$540K | 0.11% | 36 |
|
|
2015
Q3 | $2.48M | Buy |
100,964
+33,509
| +50% | +$824K | 0.1% | 38 |
|
|
2015
Q2 | $1.81M | Buy |
67,455
+47,375
| +236% | +$1.27M | 0.07% | 35 |
|
|
2015
Q1 | $495K | Buy |
20,080
+7,528
| +60% | +$186K | 0.02% | 87 |
|
|
2014
Q4 | $318K | Sell |
12,552
-16,756
| -57% | -$425K | 0.02% | 117 |
|
|
2014
Q3 | $780K | Buy |
29,308
+7,761
| +36% | +$207K | 0.05% | 43 |
|
|
2014
Q2 | $583K | Buy |
21,547
+12,478
| +138% | +$338K | 0.05% | 33 |
|
|
2014
Q1 | $240K | Buy |
+9,069
| New | +$240K | 0.03% | 45 |
|