AWP
Ascent Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,666
| Closed | -$1.25M | – | 161 |
|
|
2023
Q2 | $1.25M | Sell |
6,666
-180
| -3% | -$33.7K | 0.22% | 92 |
|
|
2023
Q1 | $1.4M | Buy |
6,846
+169
| +3% | +$34.5K | 0.28% | 76 |
|
|
2022
Q4 | $1.41M | Buy |
6,677
+157
| +2% | +$33.3K | 0.3% | 73 |
|
|
2022
Q3 | $1.4M | Sell |
6,520
-54
| -0.8% | -$11.6K | 0.33% | 68 |
|
|
2022
Q2 | $1.67M | Buy |
6,574
+72
| +1% | +$18.3K | 0.38% | 66 |
|
|
2022
Q1 | $1.63M | Buy |
6,502
+53
| +0.8% | +$13.3K | 0.31% | 67 |
|
|
2021
Q4 | $1.89M | Buy |
6,449
+290
| +5% | +$84.8K | 0.34% | 64 |
|
|
2021
Q3 | $1.64M | Buy |
6,159
+134
| +2% | +$35.6K | 0.31% | 64 |
|
|
2021
Q2 | $1.63M | Sell |
6,025
-112
| -2% | -$30.3K | 0.31% | 68 |
|
|
2021
Q1 | $1.47M | Buy |
+6,137
| New | +$1.47M | 0.32% | 68 |
|