BHWA
Beacon Harbor Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,529
| Closed | -$3.35M | – | 72 |
|
|
2023
Q4 | $3.35M | Sell |
15,529
-12,045
| -44% | -$2.6M | 0.97% | 41 |
|
|
2023
Q3 | $4.54M | Buy |
27,574
+531
| +2% | +$87.3K | 1.51% | 37 |
|
|
2023
Q2 | $5.25M | Buy |
27,043
+233
| +0.9% | +$45.2K | 1.72% | 25 |
|
|
2023
Q1 | $5.48M | Buy |
+26,810
| New | +$5.48M | 1.91% | 18 |
|