WealthSource Partners’s AT&T T Stock Holding History

WealthSource Partners’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$270K	Sell	16,108 -5,801	-26%	-$97.3K	0.02%	433
2023 Q3	$329K	Sell	21,909 -3,122	-12%	-$46.9K	0.02%	391
2023 Q2	$399K	Sell	25,031 -7,257	-22%	-$116K	0.03%	358
2023 Q1	$622K	Buy	32,288 +2,054	+7%	+$39.5K	0.04%	263
2022 Q4	$557K	Sell	30,234 -9,590	-24%	-$177K	0.04%	284
2022 Q3	$611K	Sell	39,824 -7,752	-16%	-$119K	0.05%	263
2022 Q2	$997K	Sell	47,576 -12,394	-21%	-$260K	0.07%	191
2022 Q1	$1.42M	Buy	59,970 +4,103	+7%	+$96.9K	0.1%	166
2021 Q4	$1.37M	Sell	55,867 -15,682	-22%	-$386K	0.11%	144
2021 Q3	$1.93M	Sell	71,549 -13,266	-16%	-$358K	0.17%	102
2021 Q2	$2.44M	Buy	84,815 +15,635	+23%	+$450K	0.22%	71
2021 Q1	$2.09M	Buy	69,180 +16,799	+32%	+$508K	0.21%	78
2020 Q4	$1.51M	Buy	52,381 +7,516	+17%	+$216K	0.18%	77
2020 Q3	$1.28M	Buy	44,865 +1,880	+4%	+$53.6K	0.17%	83
2020 Q2	$1.3M	Sell	42,985 -1,110	-3%	-$33.5K	0.19%	66
2020 Q1	$1.29M	Sell	44,095 -6,999	-14%	-$204K	0.2%	66
2019 Q4	$2M	Sell	51,094 -8,684	-15%	-$339K	0.26%	69
2019 Q3	$2.26M	Buy	59,778 +3,389	+6%	+$128K	0.34%	75
2019 Q2	$1.89M	Buy	56,389 +19,972	+55%	+$669K	0.3%	87
2019 Q1	$1.14M	Buy	36,417 +5,286	+17%	+$166K	0.26%	88
2018 Q4	$888K	Buy	31,131 +5,686	+22%	+$162K	0.26%	89
2018 Q3	$854K	Sell	25,445 -8,181	-24%	-$275K	0.22%	98
2018 Q2	$1.08M	Buy	33,626 +2,542	+8%	+$81.6K	0.3%	84
2018 Q1	$1.11M	Sell	31,084 -1,430	-4%	-$51K	0.34%	76
2017 Q4	$1.26M	Sell	32,514 -551	-2%	-$21.4K	0.39%	60
2017 Q3	$1.3M	Sell	33,065 -295	-0.9%	-$11.6K	0.43%	60
2017 Q2	$1.26M	Buy	33,360 +2,025	+6%	+$76.4K	0.43%	62
2017 Q1	$1.3M	Sell	31,335 -359	-1%	-$14.9K	0.48%	54
2016 Q4	$1.35M	Sell	31,694 -4,695	-13%	-$200K	0.57%	46
2016 Q3	$1.48M	Buy	36,389 +6,447	+22%	+$262K	0.54%	46
2016 Q2	$1.29M	Buy	29,942 +2,881	+11%	+$125K	0.48%	47
2016 Q1	$1.06M	Buy	+27,061	New	+$1.06M	0.43%	51