Endurance Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $294K | Hold |
1,518
| – | – | 0.04% | 161 |
|
|
2023
Q1 | $310K | Hold |
1,518
| – | – | 0.04% | 159 |
|
|
2022
Q4 | $322K | Hold |
1,518
| – | – | 0.05% | 144 |
|
|
2022
Q3 | $326K | Hold |
1,518
| – | – | 0.05% | 144 |
|
|
2022
Q2 | $388K | Hold |
1,518
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $381K | Sell |
1,518
-500
| -25% | -$125K | 0.05% | 154 |
|
|
2021
Q4 | $590K | Hold |
2,018
| – | – | 0.06% | 136 |
|
|
2021
Q3 | $536K | Hold |
2,018
| – | – | 0.06% | 141 |
|
|
2021
Q2 | $545K | Hold |
2,018
| – | – | 0.06% | 143 |
|
|
2021
Q1 | $482K | Hold |
2,018
| – | – | 0.06% | 148 |
|
|
2020
Q4 | $453K | Hold |
2,018
| – | – | 0.06% | 146 |
|
|
2020
Q3 | $488K | Hold |
2,018
| – | – | 0.07% | 129 |
|
|
2020
Q2 | $522K | Hold |
2,018
| – | – | 0.09% | 124 |
|
|
2020
Q1 | $439K | Buy |
2,018
+1,998
| +9,990% | +$435K | 0.08% | 127 |
|
|
2019
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 457 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$7K | – | 526 |
|
|
2019
Q2 | $7K | Hold |
34
| – | – | ﹤0.01% | 400 |
|
|
2019
Q1 | $7K | Hold |
34
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 412 |
|