Accel Wealth Management’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-256
| Closed | -$52.3K | – | 201 |
|
2023
Q1 | $52.3K | Hold |
256
| – | – | 0.02% | 468 |
|
2022
Q4 | $54.2K | Buy |
256
+1
| +0.4% | +$212 | 0.03% | 344 |
|
2022
Q3 | $56K | Hold |
255
| – | – | 0.03% | 342 |
|
2022
Q2 | $66K | Buy |
255
+17
| +7% | +$4.4K | 0.04% | 301 |
|
2022
Q1 | $61K | Buy |
238
+23
| +11% | +$5.9K | 0.03% | 330 |
|
2021
Q4 | $63K | Hold |
215
| – | – | 0.03% | 336 |
|
2021
Q3 | $57K | Hold |
215
| – | – | 0.04% | 305 |
|
2021
Q2 | $58K | Hold |
215
| – | – | 0.04% | 315 |
|
2021
Q1 | $51K | Buy |
215
+46
| +27% | +$10.9K | 0.04% | 308 |
|
2020
Q4 | $38K | Buy |
+169
| New | +$38K | 0.04% | 345 |
|