BWA
Burt Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-201
| Closed | -$45K | – | 104 |
|
|
2020
Q4 | $45K | Hold |
201
| – | – | 0.02% | 185 |
|
|
2020
Q3 | $49K | Hold |
201
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $52K | Hold |
201
| – | – | 0.02% | 173 |
|
|
2020
Q1 | $44K | Hold |
201
| – | – | 0.02% | 173 |
|
|
2019
Q4 | $46K | Hold |
201
| – | – | 0.02% | 175 |
|
|
2019
Q3 | $44K | Hold |
201
| – | – | 0.02% | 176 |
|
|
2019
Q2 | $41K | Sell |
201
-125
| -38% | -$25.5K | 0.02% | 182 |
|
|
2019
Q1 | $64K | Hold |
326
| – | – | 0.03% | 155 |
|
|
2018
Q4 | $52K | Hold |
326
| – | – | 0.02% | 172 |
|
|
2018
Q3 | $47K | Hold |
326
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $47K | Hold |
326
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $47K | Hold |
326
| – | – | 0.02% | 187 |
|
|
2017
Q4 | $47K | Hold |
326
| – | – | 0.03% | 183 |
|
|
2017
Q3 | $45K | Hold |
326
| – | – | 0.03% | 184 |
|
|
2017
Q2 | $43K | Hold |
326
| – | – | 0.03% | 196 |
|
|
2017
Q1 | $40K | Sell |
326
-174
| -35% | -$21.4K | 0.03% | 180 |
|
|
2016
Q4 | $53K | Buy |
500
+174
| +53% | +$18.4K | 0.05% | 164 |
|
|
2016
Q3 | $36K | Hold |
326
| – | – | 0.04% | 178 |
|
|
2016
Q2 | $37K | Hold |
326
| – | – | 0.04% | 174 |
|
|
2016
Q1 | $33K | Buy |
326
+255
| +359% | +$25.8K | 0.03% | 199 |
|
|
2015
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 339 |
|
|
2015
Q3 | $6K | Hold |
71
| – | – | 0.01% | 295 |
|
|
2015
Q2 | $66K | Hold |
71
| – | – | 0.07% | 131 |
|
|
2015
Q1 | $7K | Hold |
71
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $7K | Buy |
+71
| New | +$7K | 0.01% | 257 |
|