BerganKDV Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46K | Sell |
237
-71
| -23% | -$13.8K | ﹤0.01% | 387 |
|
|
2023
Q1 | $62.9K | Buy |
308
+46
| +18% | +$9.4K | 0.01% | 366 |
|
|
2022
Q4 | $55.5K | Sell |
262
-7
| -3% | -$1.48K | 0.01% | 369 |
|
|
2022
Q3 | $58K | Hold |
269
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $69K | Buy |
269
+1
| +0.4% | +$257 | 0.01% | 348 |
|
|
2022
Q1 | $67K | Buy |
268
+2
| +0.8% | +$500 | 0.01% | 362 |
|
|
2021
Q4 | $78K | Buy |
266
+4
| +2% | +$1.17K | 0.01% | 363 |
|
|
2021
Q3 | $70K | Buy |
262
+133
| +103% | +$35.5K | 0.01% | 360 |
|
|
2021
Q2 | $35K | Hold |
129
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $31K | Hold |
129
| – | – | ﹤0.01% | 427 |
|
|
2020
Q4 | $29K | Sell |
129
-4
| -3% | -$899 | ﹤0.01% | 414 |
|
|
2020
Q3 | $32K | Hold |
133
| – | – | 0.01% | 376 |
|
|
2020
Q2 | $34K | Buy |
133
+70
| +111% | +$17.9K | 0.01% | 390 |
|
|
2020
Q1 | $14K | Sell |
63
-50
| -44% | -$11.1K | ﹤0.01% | 456 |
|
|
2019
Q4 | $26K | Buy |
113
+27
| +31% | +$6.21K | ﹤0.01% | 411 |
|
|
2019
Q3 | $19K | Buy |
+86
| New | +$19K | ﹤0.01% | 434 |
|
|
2019
Q2 | – | Hold |
0
| – | -$7K | – | 526 |
|
|
2019
Q1 | – | Hold |
0
| – | -$6K | – | 560 |
|
|
2018
Q4 | – | Hold |
0
| – | -$3K | – | 528 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 559 |
|