BFA
BBJS Financial Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $938K | Sell |
4,034
-21
| -0.5% | -$4.88K | 0.33% | 29 |
|
|
2024
Q2 | $788K | Sell |
4,055
-2,772
| -41% | -$539K | 0.29% | 25 |
|
|
2024
Q1 | $1.35M | Buy |
6,827
+1,562
| +30% | +$309K | 0.48% | 26 |
|
|
2023
Q4 | $1.14M | Sell |
5,265
-164
| -3% | -$35.4K | 0.39% | 28 |
|
|
2023
Q3 | $893K | Buy |
5,429
+643
| +13% | +$106K | 0.34% | 32 |
|
|
2023
Q2 | $928K | Buy |
4,786
+1,614
| +51% | +$313K | 0.37% | 29 |
|
|
2023
Q1 | $648K | Buy |
3,172
+939
| +42% | +$192K | 0.26% | 36 |
|
|
2022
Q4 | $473K | Buy |
+2,233
| New | +$473K | 0.21% | 43 |
|