YorkBridge Wealth Partners’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$330K	Sell	17,911 -2,117	-11%	-$39K	0.08%	168
2022 Q3	$307K	Buy	20,028 +239	+1%	+$3.66K	0.08%	191
2022 Q2	$415K	Sell	19,789 -6,609	-25%	-$139K	0.11%	145
2022 Q1	$471K	Sell	26,398 -9,415	-26%	-$168K	0.1%	147
2021 Q4	$665K	Sell	35,813 -7,073	-16%	-$131K	0.15%	116
2021 Q3	$875K	Buy	42,886 +206	+0.5%	+$4.2K	0.22%	89
2021 Q2	$928K	Sell	42,680 -1,661	-4%	-$36.1K	0.24%	80
2021 Q1	$1.01M	Sell	44,341 -1,687	-4%	-$38.6K	0.3%	75
2020 Q4	$1M	Sell	46,028 -2,131	-4%	-$46.3K	0.33%	66
2020 Q3	$1.04M	Buy	48,159 +2,366	+5%	+$50.9K	0.44%	59
2020 Q2	$1.05M	Sell	45,793 -7,170	-14%	-$164K	0.48%	59
2020 Q1	$1.17M	Buy	52,963 +1,053	+2%	+$23.2K	0.72%	48
2019 Q4	$1.53M	Buy	51,910 +7,014	+16%	+$207K	0.7%	45
2019 Q3	$1.28M	Sell	44,896 -4,647	-9%	-$133K	0.65%	50
2019 Q2	$1.25M	Sell	49,543 -4,528	-8%	-$115K	0.56%	48
2019 Q1	$1.28M	Buy	54,071 +8,823	+19%	+$209K	0.59%	50
2018 Q4	$975K	Sell	45,248 -1,382	-3%	-$29.8K	0.52%	55
2018 Q3	$1.18M	Sell	46,630 -2,186	-4%	-$55.3K	0.54%	53
2018 Q2	$1.18M	Buy	48,816 +13,656	+39%	+$331K	0.52%	57
2018 Q1	$934K	Sell	35,160 -318	-0.9%	-$8.45K	0.43%	66
2017 Q4	$982K	Sell	35,478 -2,376	-6%	-$65.8K	0.47%	58
2017 Q3	$1.12M	Sell	37,854 -304	-0.8%	-$9K	0.58%	48
2017 Q2	$1.1M	Sell	38,158 -11,406	-23%	-$328K	0.58%	49
2017 Q1	$1.46M	Buy	49,564 +2,063	+4%	+$60.7K	0.76%	32
2016 Q4	$1.41M	Buy	+47,501	New	+$1.41M	0.83%	29