Evolution Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-62
| Closed | -$16K | – | 166 |
|
2021
Q3 | $16K | Hold |
62
| – | – | ﹤0.01% | 339 |
|
2021
Q2 | $17K | Sell |
62
-29
| -32% | -$7.95K | ﹤0.01% | 322 |
|
2021
Q1 | $22K | Buy |
91
+29
| +47% | +$7.01K | ﹤0.01% | 277 |
|
2020
Q4 | $14K | Sell |
62
-6
| -9% | -$1.36K | ﹤0.01% | 308 |
|
2020
Q3 | $16K | Hold |
68
| – | – | ﹤0.01% | 295 |
|
2020
Q2 | $18K | Buy |
68
+36
| +113% | +$9.53K | 0.01% | 212 |
|
2020
Q1 | $7K | Sell |
32
-32
| -50% | -$7K | ﹤0.01% | 227 |
|
2019
Q4 | $15K | Sell |
64
-30
| -32% | -$7.03K | ﹤0.01% | 252 |
|
2019
Q3 | $21K | Buy |
94
+32
| +52% | +$7.15K | 0.01% | 91 |
|
2019
Q2 | $13K | Buy |
+62
| New | +$13K | 0.01% | 157 |
|