Wela Strategies’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
11,065
+891
| +9% | +$25.8K | 0.13% | 46 |
|
|
2025
Q1 | $288K | Buy |
+10,174
| New | +$288K | 0.12% | 48 |
|
|
2024
Q4 | – | Sell |
-10,606
| Closed | -$233K | – | 74 |
|
|
2024
Q3 | $233K | Buy |
+10,606
| New | +$233K | 0.1% | 49 |
|
|
2024
Q1 | – | Sell |
-10,571
| Closed | -$177K | – | 53 |
|
|
2023
Q4 | $177K | Buy |
+10,571
| New | +$177K | 0.1% | 48 |
|