Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$13.7K | – | 165 |
|
|
2023
Q2 | $13.7K | Sell |
70
-26
| -27% | -$5.08K | 0.01% | 109 |
|
|
2023
Q1 | $19.6K | Hold |
96
| – | – | 0.01% | 106 |
|
|
2022
Q4 | $20K | Hold |
96
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $21K | Sell |
96
-31
| -24% | -$6.78K | 0.01% | 123 |
|
|
2022
Q2 | $33K | Sell |
127
-40
| -24% | -$10.4K | 0.01% | 118 |
|
|
2022
Q1 | $42K | Buy |
167
+3
| +2% | +$754 | 0.02% | 122 |
|
|
2021
Q4 | $40K | Buy |
164
+11
| +7% | +$2.68K | 0.02% | 122 |
|
|
2021
Q3 | $41K | Hold |
153
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $42K | Buy |
153
+1
| +0.7% | +$275 | 0.02% | 136 |
|
|
2021
Q1 | $36K | Buy |
152
+4
| +3% | +$947 | 0.02% | 157 |
|
|
2020
Q4 | $33K | Buy |
148
+1
| +0.7% | +$223 | 0.02% | 183 |
|
|
2020
Q3 | $36K | Buy |
147
+20
| +16% | +$4.9K | 0.02% | 179 |
|
|
2020
Q2 | $33K | Buy |
127
+15
| +13% | +$3.9K | 0.02% | 183 |
|
|
2020
Q1 | $24K | Buy |
112
+16
| +17% | +$3.43K | 0.01% | 179 |
|
|
2019
Q4 | $22K | Sell |
96
-98
| -51% | -$22.5K | 0.01% | 197 |
|
|
2019
Q3 | $44K | Sell |
194
-15
| -7% | -$3.4K | 0.03% | 161 |
|
|
2019
Q2 | $43K | Sell |
209
-11
| -5% | -$2.26K | 0.03% | 174 |
|
|
2019
Q1 | $43K | Sell |
220
-30
| -12% | -$5.86K | 0.03% | 173 |
|
|
2018
Q4 | $40K | Buy |
+250
| New | +$40K | 0.03% | 166 |
|