Wolff Financial Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50,975
| Closed | -$1.04M | – | 107 |
|
|
2021
Q3 | $1.04M | Buy |
+50,975
| New | +$1.04M | 0.9% | 15 |
|
|
2021
Q1 | $1.18M | Buy |
51,804
+749
| +1% | +$17.1K | 0.54% | 35 |
|
|
2020
Q4 | $1.11M | Buy |
51,055
+4
| +0% | +$87 | 0.58% | 32 |
|
|
2020
Q3 | $1.1M | Buy |
51,051
+197
| +0.4% | +$4.24K | 0.65% | 33 |
|
|
2020
Q2 | $1.16M | Sell |
50,854
-843
| -2% | -$19.2K | 0.74% | 30 |
|
|
2020
Q1 | $1.14M | Buy |
51,697
+163
| +0.3% | +$3.59K | 0.86% | 27 |
|
|
2019
Q4 | $1.52M | Buy |
51,534
+643
| +1% | +$19K | 1.01% | 21 |
|
|
2019
Q3 | $1.45M | Buy |
50,891
+20
| +0% | +$571 | 1.06% | 21 |
|
|
2019
Q2 | $1.29M | Sell |
50,871
-39
| -0.1% | -$987 | 0.99% | 22 |
|
|
2019
Q1 | $1.21M | Buy |
50,910
+49
| +0.1% | +$1.16K | 1% | 21 |
|
|
2018
Q4 | $1.1M | Buy |
+50,861
| New | +$1.1M | 1.07% | 20 |
|