EWA
EverSource Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
2,882
+884
| +44% | +$195K | 0.03% | 382 |
|
|
2025
Q1 | $435K | Buy |
1,998
+45
| +2% | +$9.79K | 0.02% | 416 |
|
|
2024
Q4 | $358K | Buy |
1,953
+939
| +93% | +$172K | 0.02% | 456 |
|
|
2024
Q3 | $236K | Buy |
1,014
+79
| +8% | +$18.4K | 0.01% | 504 |
|
|
2024
Q2 | $206K | Buy |
935
+28
| +3% | +$6.17K | 0.01% | 548 |
|
|
2024
Q1 | $156K | Buy |
907
+176
| +24% | +$30.2K | 0.01% | 571 |
|
|
2023
Q4 | $158K | Buy |
731
+85
| +13% | +$18.4K | 0.01% | 498 |
|
|
2023
Q3 | $106K | Buy |
646
+13
| +2% | +$2.14K | 0.01% | 551 |
|
|
2023
Q2 | $123K | Sell |
633
-214
| -25% | -$41.5K | 0.01% | 510 |
|
|
2023
Q1 | $173K | Sell |
847
-134
| -14% | -$27.4K | 0.02% | 396 |
|
|
2022
Q4 | $208K | Sell |
981
-403
| -29% | -$85.4K | 0.03% | 348 |
|
|
2022
Q3 | $296K | Buy |
1,384
+84
| +6% | +$18K | 0.07% | 241 |
|
|
2022
Q2 | $332K | Sell |
1,300
-658
| -34% | -$168K | 0.09% | 197 |
|
|
2022
Q1 | $492K | Buy |
1,958
+428
| +28% | +$108K | 0.12% | 153 |
|
|
2021
Q4 | $448K | Buy |
+1,530
| New | +$448K | 0.13% | 128 |
|