CWAG
Compton Wealth Advisory Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,150
| Closed | -$667K | – | 92 |
|
|
2022
Q4 | $667K | Sell |
3,150
-605
| -16% | -$128K | 0.26% | 62 |
|
|
2022
Q3 | $806K | Buy |
3,755
+67
| +2% | +$14.4K | 0.34% | 58 |
|
|
2022
Q2 | $943K | Buy |
3,688
+25
| +0.7% | +$6.39K | 0.41% | 54 |
|
|
2022
Q1 | $920K | Buy |
3,663
+66
| +2% | +$16.6K | 0.35% | 58 |
|
|
2021
Q4 | $1.05M | Buy |
3,597
+679
| +23% | +$199K | 0.45% | 51 |
|
|
2021
Q3 | $775K | Sell |
2,918
-225
| -7% | -$59.8K | 0.36% | 52 |
|
|
2021
Q2 | $849K | Buy |
3,143
+21
| +0.7% | +$5.67K | 0.4% | 49 |
|
|
2021
Q1 | $746K | Buy |
3,122
+248
| +9% | +$59.3K | 0.43% | 46 |
|
|
2020
Q4 | $645K | Sell |
2,874
-352
| -11% | -$79K | 0.4% | 43 |
|
|
2020
Q3 | $780K | Hold |
3,226
| – | – | 0.58% | 44 |
|
|
2020
Q2 | $834K | Sell |
3,226
-650
| -17% | -$168K | 0.89% | 34 |
|
|
2020
Q1 | $844K | Sell |
3,876
-477
| -11% | -$104K | 1.09% | 32 |
|
|
2019
Q4 | $1M | Hold |
4,353
| – | – | 0.88% | 36 |
|
|
2019
Q3 | $963K | Buy |
4,353
+2,350
| +117% | +$520K | 0.53% | 38 |
|
|
2019
Q2 | $410K | Hold |
2,003
| – | – | 0.21% | 54 |
|
|
2019
Q1 | $395K | Hold |
2,003
| – | – | 0.21% | 56 |
|
|
2018
Q4 | $317K | Buy |
+2,003
| New | +$317K | 0.16% | 62 |
|