CWA
Constellation Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-31,250
| Closed | -$2.92M | – | 87 |
|
|
2015
Q2 | $2.92M | Sell |
31,250
-940
| -3% | -$87.7K | 0.25% | 75 |
|
|
2015
Q1 | $3.03M | Sell |
32,190
-67
| -0.2% | -$6.31K | 0.27% | 71 |
|
|
2014
Q4 | $3.19M | Hold |
32,257
| – | – | 0.27% | 66 |
|
|
2014
Q3 | $3.02M | Buy |
32,257
+391
| +1% | +$36.6K | 0.28% | 64 |
|
|
2014
Q2 | $2.87M | Sell |
31,866
-4,558
| -13% | -$410K | 0.32% | 69 |
|
|
2014
Q1 | $2.98M | Buy |
36,424
+282
| +0.8% | +$23.1K | 0.29% | 82 |
|
|
2013
Q4 | $2.89M | Buy |
36,142
+1,016
| +3% | +$81.1K | 0.28% | 87 |
|
|
2013
Q3 | $2.6M | Buy |
35,126
+11,117
| +46% | +$824K | 0.3% | 87 |
|
|
2013
Q2 | $1.76M | Buy |
+24,009
| New | +$1.76M | 0.21% | 100 |
|