Adams Chetwood Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.2M | Buy |
4,757
+615
| +15% | +$154K | 0.68% | 28 |
|
|
2021
Q4 | $1.21M | Buy |
4,142
+2
| +0% | +$585 | 0.82% | 30 |
|
|
2021
Q3 | $1.1M | Buy |
4,140
+37
| +0.9% | +$9.82K | 0.8% | 29 |
|
|
2021
Q2 | $1.11M | Buy |
4,103
+44
| +1% | +$11.9K | 0.78% | 29 |
|
|
2021
Q1 | $970K | Buy |
4,059
+96
| +2% | +$22.9K | 0.74% | 31 |
|
|
2020
Q4 | $890K | Sell |
3,963
-90
| -2% | -$20.2K | 0.74% | 29 |
|
|
2020
Q3 | $980K | Sell |
4,053
-50
| -1% | -$12.1K | 0.94% | 23 |
|
|
2020
Q2 | $1.06M | Sell |
4,103
-300
| -7% | -$77.6K | 1.08% | 19 |
|
|
2020
Q1 | $1.05M | Buy |
4,403
+52
| +1% | +$12.4K | 1.23% | 15 |
|
|
2019
Q4 | $1M | Buy |
+4,351
| New | +$1M | 1.02% | 16 |
|