Wolf Group Capital Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-50,986
| Closed | -$1.11M | – | 104 |
|
|
2020
Q4 | $1.11M | Sell |
50,986
-250
| -0.5% | -$5.43K | 0.69% | 57 |
|
|
2020
Q3 | $1.1M | Buy |
51,236
+214
| +0.4% | +$4.61K | 0.77% | 49 |
|
|
2020
Q2 | $1.17M | Buy |
51,022
+1,564
| +3% | +$35.7K | 0.87% | 40 |
|
|
2020
Q1 | $1.09M | Buy |
49,458
+40
| +0.1% | +$881 | 0.91% | 42 |
|
|
2019
Q4 | $1.46M | Buy |
49,418
+9,247
| +23% | +$273K | 0.96% | 37 |
|
|
2019
Q3 | $1.15M | Buy |
40,171
+1,326
| +3% | +$37.9K | 0.79% | 44 |
|
|
2019
Q2 | $983K | Sell |
38,845
-1,706
| -4% | -$43.2K | 0.68% | 47 |
|
|
2019
Q1 | $960K | Buy |
40,551
+1,711
| +4% | +$40.5K | 0.66% | 46 |
|
|
2018
Q4 | $837K | Hold |
38,840
| – | – | 0.62% | 49 |
|
|
2018
Q3 | $985K | Buy |
+38,840
| New | +$985K | 0.64% | 54 |
|