Bernicke Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,433
| Closed | -$1.18M | – | 49 |
|
|
2020
Q1 | $1.18M | Buy |
5,433
+120
| +2% | +$26.1K | 0.72% | 15 |
|
|
2019
Q4 | $1.22M | Buy |
5,313
+178
| +3% | +$40.9K | 0.68% | 26 |
|
|
2019
Q3 | $1.14M | Buy |
5,135
+497
| +11% | +$110K | 0.66% | 19 |
|
|
2019
Q2 | $948K | Sell |
4,638
-1,392
| -23% | -$285K | 0.57% | 30 |
|
|
2019
Q1 | $1.19M | Buy |
6,030
+120
| +2% | +$23.6K | 0.75% | 12 |
|
|
2018
Q4 | $935K | Buy |
5,910
+274
| +5% | +$43.3K | 0.64% | 14 |
|
|
2018
Q3 | $819K | Buy |
5,636
+504
| +10% | +$73.2K | 0.54% | 30 |
|
|
2018
Q2 | $740K | Buy |
+5,132
| New | +$740K | 0.52% | 23 |
|