BWM
BNC Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,353
| Closed | -$276K | – | 101 |
|
|
2023
Q1 | $276K | Buy |
+1,353
| New | +$276K | 0.15% | 91 |
|
|
2022
Q4 | – | Sell |
-8,140
| Closed | -$1.75M | – | 106 |
|
|
2022
Q3 | $1.75M | Buy |
8,140
+65
| +0.8% | +$14K | 1.06% | 33 |
|
|
2022
Q2 | $2.06M | Buy |
+8,075
| New | +$2.06M | 1.08% | 29 |
|
|
2021
Q1 | – | Sell |
-4,484
| Closed | -$1.01M | – | 81 |
|
|
2020
Q4 | $1.01M | Buy |
4,484
+38
| +0.9% | +$8.53K | 0.64% | 55 |
|
|
2020
Q3 | $1.08M | Buy |
+4,446
| New | +$1.08M | 0.76% | 38 |
|