Williams Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,567
| Closed | -$364K | – | 35 |
|
|
2021
Q4 | $364K | Buy |
+19,567
| New | +$364K | 0.27% | 30 |
|
|
2021
Q3 | – | Sell |
-9,930
| Closed | -$215K | – | 50 |
|
|
2021
Q2 | $215K | Sell |
9,930
-628
| -6% | -$13.6K | 0.17% | 48 |
|
|
2021
Q1 | $241K | Buy |
+10,558
| New | +$241K | 0.21% | 41 |
|