Welch Capital Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-201,370
| Closed | -$6.18M | – | 44 |
|
|
2016
Q3 | $6.18M | Sell |
201,370
-139,075
| -41% | -$4.27M | 2.01% | 26 |
|
|
2016
Q2 | $11.1M | Sell |
340,445
-162,001
| -32% | -$5.29M | 4% | 7 |
|
|
2016
Q1 | $14.9M | Sell |
502,446
-91,978
| -15% | -$2.72M | 5.44% | 2 |
|
|
2015
Q4 | $15.4M | Buy |
594,424
+112,222
| +23% | +$2.92M | 5.21% | 3 |
|
|
2015
Q3 | $11.9M | Buy |
482,202
+250,502
| +108% | +$6.16M | 4.03% | 13 |
|
|
2015
Q2 | $6.22M | Buy |
+231,700
| New | +$6.22M | 1.85% | 25 |
|