BWA
BDO Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $177K | Buy |
911
+111
| +14% | +$21.5K | 0.02% | 275 |
|
|
2023
Q1 | $164K | Sell |
800
-115
| -13% | -$23.5K | 0.02% | 267 |
|
|
2022
Q4 | $194K | Hold |
915
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $196K | Hold |
915
| – | – | 0.03% | 250 |
|
|
2022
Q2 | $234K | Hold |
915
| – | – | 0.03% | 236 |
|
|
2022
Q1 | $230K | Buy |
915
+1
| +0.1% | +$251 | 0.02% | 252 |
|
|
2021
Q4 | $267K | Sell |
914
-270
| -23% | -$78.9K | 0.03% | 245 |
|
|
2021
Q3 | $314K | Hold |
1,184
| – | – | 0.03% | 227 |
|
|
2021
Q2 | $320K | Hold |
1,184
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $283K | Sell |
1,184
-585
| -33% | -$140K | 0.03% | 240 |
|
|
2020
Q4 | $397K | Sell |
1,769
-11
| -0.6% | -$2.47K | 0.06% | 165 |
|
|
2020
Q3 | $430K | Buy |
1,780
+169
| +10% | +$40.8K | 0.07% | 143 |
|
|
2020
Q2 | $416K | Hold |
1,611
| – | – | 0.07% | 137 |
|
|
2020
Q1 | $351K | Buy |
1,611
+1,563
| +3,256% | +$341K | 0.07% | 148 |
|
|
2019
Q4 | $11K | Buy |
48
+1
| +2% | +$229 | ﹤0.01% | 422 |
|
|
2019
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $10K | Hold |
47
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $9K | Sell |
47
-100
| -68% | -$19.1K | ﹤0.01% | 429 |
|
|
2018
Q4 | $23K | Hold |
147
| – | – | 0.01% | 324 |
|
|
2018
Q3 | $21K | Hold |
147
| – | – | 0.01% | 375 |
|
|
2018
Q2 | $21K | Buy |
147
+22
| +18% | +$3.14K | 0.01% | 379 |
|
|
2018
Q1 | $18K | Buy |
125
+18
| +17% | +$2.59K | 0.01% | 335 |
|
|
2017
Q4 | $15K | Buy |
107
+7
| +7% | +$981 | 0.01% | 295 |
|
|
2017
Q3 | $14K | Sell |
100
-24
| -19% | -$3.36K | 0.01% | 283 |
|
|
2017
Q2 | $16K | Buy |
+124
| New | +$16K | 0.01% | 321 |
|