Winthrop Partners - WNY’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.45M | Hold |
190,551
| – | – | 3.68% | 2 |
|
|
2019
Q2 | $4.82M | Hold |
190,551
| – | – | 3.61% | 2 |
|
|
2019
Q1 | $4.6M | Buy |
190,551
+2,648
| +1% | +$63.9K | 3.59% | 2 |
|
|
2018
Q4 | $4.05M | Buy |
187,903
+68,240
| +57% | +$1.47M | 3.78% | 3 |
|
|
2018
Q3 | $3.03M | Buy |
119,663
+2,991
| +3% | +$75.9K | 2.45% | 5 |
|
|
2018
Q2 | $2.83M | Buy |
116,672
+12,241
| +12% | +$297K | 2.35% | 5 |
|
|
2018
Q1 | $2.77M | Hold |
104,431
| – | – | 2.14% | 6 |
|
|
2017
Q4 | $2.92M | Buy |
+104,431
| New | +$2.92M | 2.38% | 5 |
|