BRWM
B. Riley Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $10.4K | Sell |
40,645
-18,497
| -31% | -$4.73K | 0.01% | 121 |
|
|
2022
Q1 | $14.9M | Buy |
59,142
+1,370
| +2% | +$344K | 1.14% | 13 |
|
|
2021
Q4 | $16.9M | Sell |
57,772
-274
| -0.5% | -$80.1K | 1.17% | 14 |
|
|
2021
Q3 | $15.4M | Buy |
58,046
+1,459
| +3% | +$387K | 1.18% | 14 |
|
|
2021
Q2 | $15.3M | Sell |
56,587
-1,217
| -2% | -$329K | 1.69% | 7 |
|
|
2021
Q1 | $13.8M | Sell |
57,804
-2,250
| -4% | -$538K | 1.62% | 7 |
|
|
2020
Q4 | $13.5M | Sell |
60,054
-2,382
| -4% | -$535K | 1.74% | 8 |
|
|
2020
Q3 | $15.1M | Buy |
62,436
+32
| +0.1% | +$7.74K | 1.78% | 6 |
|
|
2020
Q2 | $16.1M | Sell |
62,404
-1,716
| -3% | -$444K | 1.77% | 10 |
|
|
2020
Q1 | $14M | Buy |
+64,120
| New | +$14M | 1.47% | 8 |
|
|
2019
Q4 | – | Sell |
-2,075
| Closed | -$459K | – | 403 |
|
|
2019
Q3 | $459K | Buy |
2,075
+75
| +4% | +$16.6K | 0.08% | 214 |
|
|
2019
Q2 | $409 | Buy |
2,000
+83
| +4% | +$17 | 0.06% | 237 |
|
|
2019
Q1 | $378K | Buy |
1,917
+147
| +8% | +$29K | 0.07% | 249 |
|
|
2018
Q4 | $280K | Sell |
1,770
-1,847
| -51% | -$292K | 0.06% | 255 |
|
|
2018
Q3 | $526K | Buy |
+3,617
| New | +$526K | 0.13% | 145 |
|
|
2015
Q3 | – | Sell |
-145
| Closed | -$13K | – | 167 |
|
|
2015
Q2 | $13K | Hold |
145
| – | – | 0.01% | 685 |
|
|
2015
Q1 | $13K | Hold |
145
| – | – | 0.01% | 702 |
|
|
2014
Q4 | $14K | Hold |
145
| – | – | 0.01% | 662 |
|
|
2014
Q3 | $13K | Hold |
145
| – | – | 0.01% | 707 |
|
|
2014
Q2 | $13K | Sell |
145
-305
| -68% | -$27.3K | 0.01% | 761 |
|
|
2014
Q1 | $37K | Buy |
+450
| New | +$37K | 0.03% | 500 |
|