WPA
Winning Points Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,211
| Closed | -$226K | – | 70 |
|
|
2019
Q1 | $226K | Hold |
7,211
| – | – | 0.17% | 65 |
|
|
2018
Q4 | $213K | Sell |
7,211
-366
| -5% | -$10.8K | 0.18% | 64 |
|
|
2018
Q3 | $254K | Hold |
7,577
| – | – | 0.19% | 63 |
|
|
2018
Q2 | $243K | Buy |
7,577
+145
| +2% | +$4.65K | 0.19% | 64 |
|
|
2018
Q1 | $259K | Sell |
7,432
-700
| -9% | -$24.4K | 0.21% | 63 |
|
|
2017
Q4 | $316K | Buy |
8,132
+400
| +5% | +$15.5K | 0.26% | 60 |
|
|
2017
Q3 | $275K | Buy |
+7,732
| New | +$275K | 0.24% | 59 |
|
|
2017
Q2 | – | Sell |
-7,732
| Closed | -$321K | – | 69 |
|
|
2017
Q1 | $321K | Hold |
7,732
| – | – | 0.31% | 53 |
|
|
2016
Q4 | $329K | Buy |
+7,732
| New | +$329K | 0.36% | 50 |
|