Wharton Business Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,424
| Closed | -$277K | – | 107 |
|
|
2017
Q4 | $277K | Hold |
9,424
| – | – | 0.03% | 90 |
|
|
2017
Q3 | $279K | Sell |
9,424
-1,040
| -10% | -$30.8K | 0.03% | 91 |
|
|
2017
Q2 | $298K | Buy |
10,464
+620
| +6% | +$17.7K | 0.03% | 95 |
|
|
2017
Q1 | $309K | Buy |
9,844
+1,324
| +16% | +$41.6K | 0.03% | 94 |
|
|
2016
Q4 | $274K | Hold |
8,520
| – | – | 0.03% | 97 |
|
|
2016
Q3 | $261K | Sell |
8,520
-139
| -2% | -$4.26K | 0.03% | 103 |
|
|
2016
Q2 | $283K | Sell |
8,659
-229
| -3% | -$7.48K | 0.03% | 110 |
|
|
2016
Q1 | $263K | Buy |
8,888
+229
| +3% | +$6.78K | 0.03% | 113 |
|
|
2015
Q4 | $225K | Buy |
8,659
+119
| +1% | +$3.09K | 0.02% | 119 |
|
|
2015
Q3 | $210K | Buy |
8,540
+1,051
| +14% | +$25.8K | 0.02% | 122 |
|
|
2015
Q2 | $201 | Buy |
+7,489
| New | +$201 | 0.01% | 127 |
|
|
2014
Q3 | – | Sell |
-7,489
| Closed | -$200K | – | 146 |
|
|
2014
Q2 | $200K | Buy |
+7,489
| New | +$200K | 0.02% | 139 |
|