AWM
Aevitas Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.27M | Buy |
5,976
+125
| +2% | +$26.5K | 0.75% | 35 |
|
|
2022
Q3 | $1.26M | Sell |
5,851
-59
| -1% | -$12.7K | 0.94% | 31 |
|
|
2022
Q2 | $1.51M | Sell |
5,910
-137
| -2% | -$35K | 1.02% | 29 |
|
|
2022
Q1 | $1.52M | Sell |
6,047
-1,389
| -19% | -$349K | 0.93% | 31 |
|
|
2021
Q4 | $2.18M | Buy |
7,436
+7
| +0.1% | +$2.05K | 1.3% | 19 |
|
|
2021
Q3 | $1.97M | Buy |
7,429
+8
| +0.1% | +$2.12K | 1.26% | 20 |
|
|
2021
Q2 | $2.01M | Sell |
7,421
-235
| -3% | -$63.5K | 1.28% | 20 |
|
|
2021
Q1 | $1.83M | Buy |
7,656
+9
| +0.1% | +$2.15K | 1.28% | 20 |
|
|
2020
Q4 | $1.72M | Sell |
7,647
-98
| -1% | -$22K | 1.26% | 21 |
|
|
2020
Q3 | $1.87M | Buy |
7,745
+6
| +0.1% | +$1.45K | 1.54% | 15 |
|
|
2020
Q2 | $2M | Buy |
7,739
+6
| +0.1% | +$1.55K | 1.85% | 10 |
|
|
2020
Q1 | $1.68M | Sell |
7,733
-90
| -1% | -$19.6K | 1.88% | 12 |
|
|
2019
Q4 | $1.8M | Buy |
7,823
+6
| +0.1% | +$1.38K | 1.69% | 14 |
|
|
2019
Q3 | $1.73M | Buy |
7,817
+6
| +0.1% | +$1.33K | 1.73% | 15 |
|
|
2019
Q2 | $1.6M | Buy |
7,811
+6
| +0.1% | +$1.23K | 1.61% | 19 |
|
|
2019
Q1 | $1.54M | Buy |
7,805
+6
| +0.1% | +$1.18K | 1.37% | 20 |
|
|
2018
Q4 | $1.23M | Buy |
7,799
+82
| +1% | +$13K | 1.26% | 20 |
|
|
2018
Q3 | $1.12M | Sell |
7,717
-244
| -3% | -$35.4K | 1.02% | 26 |
|
|
2018
Q2 | $1.15M | Sell |
7,961
-198
| -2% | -$28.6K | 1.12% | 25 |
|
|
2018
Q1 | $1.19M | Buy |
8,159
+6
| +0.1% | +$872 | 1.18% | 24 |
|
|
2017
Q4 | $1.16M | Buy |
+8,153
| New | +$1.16M | 1.1% | 28 |
|