WFWM
Wechter Feldman Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,376
| Closed | -$249K | – | 27 |
|
|
2019
Q4 | $249K | Buy |
+6,376
| New | +$249K | 0.17% | 27 |
|
|
2018
Q4 | – | Sell |
-6,049
| Closed | -$203K | – | 34 |
|
|
2018
Q3 | $203K | Buy |
+6,049
| New | +$203K | 0.12% | 37 |
|
|
2018
Q2 | – | Sell |
-6,334
| Closed | -$226K | – | 35 |
|
|
2018
Q1 | $226K | Hold |
6,334
| – | – | 0.16% | 31 |
|
|
2017
Q4 | $246K | Hold |
6,334
| – | – | 0.17% | 28 |
|
|
2017
Q3 | $248K | Hold |
6,334
| – | – | 0.19% | 22 |
|
|
2017
Q2 | $239K | Sell |
6,334
-1,059
| -14% | -$40K | 0.19% | 26 |
|
|
2017
Q1 | $307K | Buy |
+7,393
| New | +$307K | 0.21% | 26 |
|