WP Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,911
| Closed | -$272K | – | 80 |
|
|
2020
Q2 | $272K | Buy |
11,911
+206
| +2% | +$4.7K | 0.19% | 59 |
|
|
2020
Q1 | $258K | Buy |
11,705
+354
| +3% | +$7.8K | 0.25% | 40 |
|
|
2019
Q4 | $335K | Buy |
11,351
+206
| +2% | +$6.08K | 0.35% | 43 |
|
|
2019
Q3 | $319K | Sell |
11,145
-1,466
| -12% | -$42K | 0.37% | 42 |
|
|
2019
Q2 | $319K | Sell |
12,611
-5,439
| -30% | -$138K | 0.36% | 40 |
|
|
2019
Q1 | $4.28K | Sell |
18,050
-7,078
| -28% | -$1.68K | 0.47% | 30 |
|
|
2018
Q4 | $542K | Sell |
25,128
-233
| -0.9% | -$5.03K | 0.53% | 28 |
|
|
2018
Q3 | $643K | Sell |
25,361
-445
| -2% | -$11.3K | 0.6% | 23 |
|
|
2018
Q2 | $626K | Buy |
25,806
+13,167
| +104% | +$319K | 0.59% | 23 |
|
|
2018
Q1 | $340K | Buy |
12,639
+46
| +0.4% | +$1.24K | 0.37% | 36 |
|
|
2017
Q4 | $370K | Buy |
12,593
+20
| +0.2% | +$588 | 0.36% | 37 |
|
|
2017
Q3 | $372K | Buy |
12,573
+18
| +0.1% | +$533 | 0.28% | 42 |
|
|
2017
Q2 | $358K | Buy |
12,555
+5
| +0% | +$143 | 0.26% | 45 |
|
|
2017
Q1 | $394K | Buy |
12,550
+4
| +0% | +$126 | 0.25% | 42 |
|
|
2016
Q4 | $403K | Buy |
+12,546
| New | +$403K | 0.28% | 41 |
|