BWM
Baystate Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.46M | Sell |
6,752
-1,363
| -17% | -$294K | 0.11% | 74 |
|
|
2023
Q3 | $1.33M | Buy |
8,115
+59
| +0.7% | +$9.7K | 0.11% | 75 |
|
|
2023
Q2 | $1.56M | Buy |
8,056
+191
| +2% | +$37K | 0.13% | 65 |
|
|
2023
Q1 | $1.61M | Sell |
7,865
-305
| -4% | -$62.3K | 0.14% | 62 |
|
|
2022
Q4 | $1.73M | Sell |
8,170
-401
| -5% | -$85K | 0.16% | 64 |
|
|
2022
Q3 | $1.84M | Buy |
8,571
+1,896
| +28% | +$407K | 0.19% | 48 |
|
|
2022
Q2 | $1.71M | Buy |
6,675
+392
| +6% | +$100K | 0.17% | 54 |
|
|
2022
Q1 | $1.58M | Sell |
6,283
-166
| -3% | -$41.7K | 0.14% | 58 |
|
|
2021
Q4 | $1.89M | Buy |
6,449
+72
| +1% | +$21.1K | 0.17% | 49 |
|
|
2021
Q3 | $1.69M | Buy |
6,377
+29
| +0.5% | +$7.7K | 0.17% | 43 |
|
|
2021
Q2 | $1.72M | Buy |
6,348
+51
| +0.8% | +$13.8K | 0.17% | 48 |
|
|
2021
Q1 | $1.51M | Buy |
6,297
+33
| +0.5% | +$7.89K | 0.16% | 49 |
|
|
2020
Q4 | $1.41M | Buy |
6,264
+29
| +0.5% | +$6.51K | 0.16% | 41 |
|
|
2020
Q3 | $1.51M | Buy |
6,235
+27
| +0.4% | +$6.53K | 0.18% | 36 |
|
|
2020
Q2 | $1.61M | Buy |
6,208
+153
| +3% | +$39.6K | 0.19% | 35 |
|
|
2020
Q1 | $1.32M | Buy |
6,055
+57
| +1% | +$12.4K | 0.17% | 34 |
|
|
2019
Q4 | $1.38M | Buy |
5,998
+24
| +0.4% | +$5.51K | 0.17% | 33 |
|
|
2019
Q3 | $1.32M | Sell |
5,974
-486
| -8% | -$107K | 0.17% | 30 |
|
|
2019
Q2 | $1.31M | Sell |
6,460
-74
| -1% | -$15K | 0.17% | 30 |
|
|
2019
Q1 | $1.26M | Hold |
6,534
| – | – | 0.17% | 34 |
|
|
2018
Q4 | $1.08M | Buy |
6,534
+180
| +3% | +$29.6K | 0.16% | 33 |
|
|
2018
Q3 | $925K | Buy |
6,354
+33
| +0.5% | +$4.8K | 0.16% | 32 |
|
|
2018
Q2 | $906K | Sell |
6,321
-1,422
| -18% | -$204K | 0.13% | 31 |
|
|
2018
Q1 | $1.07M | Buy |
7,743
+496
| +7% | +$68.5K | 0.16% | 26 |
|
|
2017
Q4 | $1.01M | Hold |
7,247
| – | – | 0.15% | 27 |
|
|
2017
Q3 | $1M | Sell |
7,247
-100
| -1% | -$13.8K | 0.17% | 24 |
|
|
2017
Q2 | $995K | Buy |
7,347
+100
| +1% | +$13.5K | 0.18% | 25 |
|
|
2017
Q1 | $887K | Buy |
7,247
+10
| +0.1% | +$1.22K | 0.17% | 28 |
|
|
2016
Q4 | $770K | Hold |
7,237
| – | – | 0.15% | 29 |
|
|
2016
Q3 | $820K | Hold |
7,237
| – | – | 0.18% | 25 |
|
|
2016
Q2 | $822K | Hold |
7,237
| – | – | 0.19% | 23 |
|
|
2016
Q1 | $741K | Hold |
7,237
| – | – | 0.16% | 24 |
|
|
2015
Q4 | $702K | Hold |
7,237
| – | – | 0.15% | 25 |
|
|
2015
Q3 | $637K | Hold |
7,237
| – | – | 0.17% | 25 |
|
|
2015
Q2 | $675K | Hold |
7,237
| – | – | 0.18% | 28 |
|
|
2015
Q1 | $681K | Hold |
7,237
| – | – | 0.19% | 26 |
|
|
2014
Q4 | $715K | Hold |
7,237
| – | – | 0.23% | 25 |
|
|
2014
Q3 | $678K | Sell |
7,237
-8
| -0.1% | -$749 | 0.22% | 30 |
|
|
2014
Q2 | $652K | Sell |
7,245
-275
| -4% | -$24.7K | 0.22% | 28 |
|
|
2014
Q1 | $616K | Buy |
+7,520
| New | +$616K | 0.23% | 27 |
|
|
2013
Q3 | – | Sell |
-16
| Closed | -$1K | – | 37 |
|
|
2013
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 280 |
|