DWA

Dougherty Wealth Advisers’s American Tower AMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-180	Closed	-$38.9K	–	111
2023 Q4	$38.9K	Hold	180	–	–	0.04%	95
2023 Q3	$29.6K	Sell	180 -45	-20%	-$7.4K	0.03%	93
2023 Q2	$43.6K	Hold	225	–	–	0.06%	83
2023 Q1	$46K	Sell	225 -225	-50%	-$46K	0.07%	83
2022 Q4	$95.3K	Hold	450	–	–	0.16%	62
2022 Q3	$97K	Hold	450	–	–	0.19%	53
2022 Q2	$115K	Hold	450	–	–	0.21%	48
2022 Q1	$113K	Hold	450	–	–	0.17%	59
2021 Q4	$132K	Hold	450	–	–	0.18%	59
2021 Q3	$119K	Hold	450	–	–	0.18%	64
2021 Q2	$122K	Hold	450	–	–	0.18%	62
2021 Q1	$108K	Hold	450	–	–	0.16%	65
2020 Q4	$101K	Hold	450	–	–	0.16%	63
2020 Q3	$109K	Hold	450	–	–	0.38%	50
2020 Q2	$116K	Hold	450	–	–	0.42%	47
2020 Q1	$98K	Hold	450	–	–	0.39%	52
2019 Q4	$103K	Hold	450	–	–	0.31%	62
2019 Q3	$100K	Hold	450	–	–	0.33%	59
2019 Q2	$92K	Hold	450	–	–	0.26%	77
2019 Q1	$89K	Hold	450	–	–	0.3%	67
2018 Q4	$77K	Buy	+450	New	+$77K	0.25%	73