CWG
Cornerstone Wealth Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-909
| Closed | -$266K | – | 147 |
|
|
2021
Q4 | $266K | Sell |
909
-10,922
| -92% | -$3.2M | 0.05% | 133 |
|
|
2021
Q3 | $3.14M | Buy |
+11,831
| New | +$3.14M | 0.55% | 65 |
|
|
2020
Q4 | – | Sell |
-11,406
| Closed | -$2.76M | – | 150 |
|
|
2020
Q3 | $2.76M | Sell |
11,406
-6,312
| -36% | -$1.53M | 0.75% | 39 |
|
|
2020
Q2 | $4.58M | Buy |
17,718
+1,132
| +7% | +$293K | 1.15% | 20 |
|
|
2020
Q1 | $3.61M | Sell |
16,586
-2,098
| -11% | -$457K | 1.27% | 18 |
|
|
2019
Q4 | $4.29M | Buy |
18,684
+12,400
| +197% | +$2.85M | 1.16% | 21 |
|
|
2019
Q3 | $1.39M | Buy |
6,284
+498
| +9% | +$110K | 0.35% | 78 |
|
|
2019
Q2 | $1.18M | Buy |
+5,786
| New | +$1.18M | 0.32% | 92 |
|