WA
WFG Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.34M | Buy |
114,971
+1,932
| +2% | +$72.9K | 0.98% | 17 |
|
|
2017
Q1 | $4.7M | Sell |
113,039
-6,388
| -5% | -$265K | 1.25% | 11 |
|
|
2016
Q4 | $5.08M | Sell |
119,427
-66,043
| -36% | -$2.81M | 1.24% | 5 |
|
|
2016
Q3 | $7.53M | Sell |
185,470
-6,037
| -3% | -$245K | 1.87% | 3 |
|
|
2016
Q2 | $8.28M | Sell |
191,507
-25,226
| -12% | -$1.09M | 2.21% | 2 |
|
|
2016
Q1 | $8.49M | Sell |
216,733
-8,074
| -4% | -$316K | 2.46% | 1 |
|
|
2015
Q4 | $7.74M | Buy |
224,807
+7,932
| +4% | +$273K | 2.31% | 2 |
|
|
2015
Q3 | $7.07M | Buy |
216,875
+20,454
| +10% | +$666K | 2.21% | 2 |
|
|
2015
Q2 | $6.98M | Buy |
196,421
+8,046
| +4% | +$286K | 1.92% | 4 |
|
|
2015
Q1 | $6.15M | Sell |
188,375
-33,961
| -15% | -$1.11M | 1.72% | 4 |
|
|
2014
Q4 | $7.47M | Buy |
222,336
+17,250
| +8% | +$579K | 1.51% | 6 |
|
|
2014
Q3 | $7.23M | Buy |
205,086
+6,621
| +3% | +$233K | 1.38% | 6 |
|
|
2014
Q2 | $7.02M | Buy |
198,465
+79,079
| +66% | +$2.8M | 1.31% | 6 |
|
|
2014
Q1 | $4.19M | Sell |
119,386
-65,264
| -35% | -$2.29M | 0.84% | 13 |
|
|
2013
Q4 | $6.49M | Sell |
184,650
-4,690
| -2% | -$165K | 0.92% | 12 |
|
|
2013
Q3 | $6.4M | Buy |
189,340
+3,601
| +2% | +$122K | 0.99% | 9 |
|
|
2013
Q2 | $6.58M | Buy |
+185,739
| New | +$6.58M | 1.09% | 8 |
|