Well Done LLC’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,396
| Closed | -$218K | – | 178 |
|
|
2022
Q2 | $218K | Buy |
+10,396
| New | +$218K | 0.05% | 158 |
|
|
2021
Q1 | – | Sell |
-14,759
| Closed | -$321K | – | 173 |
|
|
2020
Q4 | $321K | Sell |
14,759
-809
| -5% | -$17.6K | 0.08% | 113 |
|
|
2020
Q3 | $335K | Buy |
15,568
+2,418
| +18% | +$52K | 0.09% | 100 |
|
|
2020
Q2 | $300K | Hold |
13,150
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $290K | Buy |
13,150
+344
| +3% | +$7.59K | 0.09% | 105 |
|
|
2019
Q4 | $378K | Hold |
12,806
| – | – | 0.09% | 106 |
|
|
2019
Q3 | $366K | Hold |
12,806
| – | – | 0.09% | 104 |
|
|
2019
Q2 | $324K | Buy |
12,806
+115
| +0.9% | +$2.91K | 0.08% | 110 |
|
|
2019
Q1 | $301K | Sell |
12,691
-111
| -0.9% | -$2.63K | 0.07% | 116 |
|
|
2018
Q4 | $276K | Sell |
12,802
-237
| -2% | -$5.11K | 0.08% | 113 |
|
|
2018
Q3 | $331K | Hold |
13,039
| – | – | 0.09% | 103 |
|
|
2018
Q2 | $316K | Hold |
13,039
| – | – | 0.09% | 102 |
|
|
2018
Q1 | $351K | Hold |
13,039
| – | – | 0.11% | 83 |
|
|
2017
Q4 | $383K | Buy |
13,039
+2,039
| +19% | +$59.9K | 0.12% | 86 |
|
|
2017
Q3 | $325K | Buy |
11,000
+781
| +8% | +$23.1K | 0.1% | 103 |
|
|
2017
Q2 | $291K | Sell |
10,219
-496
| -5% | -$14.1K | 0.1% | 86 |
|
|
2017
Q1 | $336K | Buy |
10,715
+4,202
| +65% | +$132K | 0.12% | 76 |
|
|
2016
Q4 | $209K | Buy |
+6,513
| New | +$209K | 0.08% | 89 |
|