CWA
Clarus Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,299
| Closed | -$735K | – | 129 |
|
|
2020
Q1 | $735K | Sell |
3,299
-76
| -2% | -$16.9K | 0.73% | 32 |
|
|
2019
Q4 | $764K | Buy |
3,375
+202
| +6% | +$45.7K | 0.5% | 51 |
|
|
2019
Q3 | $702K | Buy |
3,173
+690
| +28% | +$153K | 0.51% | 42 |
|
|
2019
Q2 | $508K | Buy |
2,483
+13
| +0.5% | +$2.66K | 0.37% | 44 |
|
|
2019
Q1 | $487K | Buy |
2,470
+99
| +4% | +$19.5K | 0.36% | 37 |
|
|
2018
Q4 | $375K | Buy |
2,371
+10
| +0.4% | +$1.58K | 0.59% | 27 |
|
|
2018
Q3 | $343K | Buy |
2,361
+296
| +14% | +$43K | 0.22% | 49 |
|
|
2018
Q2 | $300K | Hold |
2,065
| – | – | 0.23% | 50 |
|
|
2018
Q1 | $300K | Buy |
2,065
+286
| +16% | +$41.6K | 0.28% | 50 |
|
|
2017
Q4 | $254K | Buy |
+1,779
| New | +$254K | 0.24% | 73 |
|