CWM
Confluence Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.03M | Sell |
4,637
-961
| -17% | -$212K | 0.5% | 49 |
|
|
2020
Q2 | $1.45M | Sell |
5,598
-77
| -1% | -$19.9K | 0.68% | 40 |
|
|
2020
Q1 | $1.24M | Buy |
5,675
+1,055
| +23% | +$230K | 0.69% | 42 |
|
|
2019
Q4 | $1.06M | Sell |
4,620
-17
| -0.4% | -$3.91K | 0.49% | 46 |
|
|
2019
Q3 | $1.03M | Buy |
4,637
+12
| +0.3% | +$2.65K | 0.5% | 49 |
|
|
2019
Q2 | $946K | Sell |
4,625
-42
| -0.9% | -$8.59K | 0.46% | 51 |
|
|
2019
Q1 | $920K | Buy |
4,667
+50
| +1% | +$9.86K | 0.46% | 53 |
|
|
2018
Q4 | $730K | Sell |
4,617
-116
| -2% | -$18.3K | 0.41% | 61 |
|
|
2018
Q3 | $688K | Buy |
4,733
+11
| +0.2% | +$1.6K | 0.36% | 66 |
|
|
2018
Q2 | $681K | Buy |
4,722
+72
| +2% | +$10.4K | 0.36% | 63 |
|
|
2018
Q1 | $676K | Buy |
+4,650
| New | +$676K | 0.35% | 66 |
|