FMWA
Forvis Mazars Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,782
| Closed | -$624K | – | 275 |
|
|
2020
Q4 | $624K | Sell |
2,782
-56
| -2% | -$12.6K | 0.03% | 190 |
|
|
2020
Q3 | $686K | Sell |
2,838
-73
| -3% | -$17.6K | 0.04% | 165 |
|
|
2020
Q2 | $753K | Buy |
2,911
+272
| +10% | +$70.4K | 0.05% | 152 |
|
|
2020
Q1 | $575K | Buy |
2,639
+76
| +3% | +$16.6K | 0.05% | 155 |
|
|
2019
Q4 | $589K | Sell |
2,563
-184
| -7% | -$42.3K | 0.04% | 173 |
|
|
2019
Q3 | $607K | Buy |
2,747
+49
| +2% | +$10.8K | 0.05% | 144 |
|
|
2019
Q2 | $552K | Sell |
2,698
-436
| -14% | -$89.2K | 0.04% | 154 |
|
|
2019
Q1 | $618K | Buy |
3,134
+46
| +1% | +$9.07K | 0.05% | 140 |
|
|
2018
Q4 | $488K | Buy |
3,088
+37
| +1% | +$5.85K | 0.05% | 138 |
|
|
2018
Q3 | $443K | Sell |
3,051
-81
| -3% | -$11.8K | 0.04% | 161 |
|
|
2018
Q2 | $452K | Buy |
3,132
+82
| +3% | +$11.8K | 0.04% | 150 |
|
|
2018
Q1 | $443K | Sell |
3,050
-13
| -0.4% | -$1.89K | 0.04% | 161 |
|
|
2017
Q4 | $437K | Buy |
3,063
+259
| +9% | +$37K | 0.04% | 162 |
|
|
2017
Q3 | $383K | Sell |
2,804
-156
| -5% | -$21.3K | 0.04% | 160 |
|
|
2017
Q2 | $392K | Buy |
2,960
+61
| +2% | +$8.08K | 0.04% | 153 |
|
|
2017
Q1 | $352K | Buy |
2,899
+355
| +14% | +$43.1K | 0.04% | 158 |
|
|
2016
Q4 | $269K | Buy |
+2,544
| New | +$269K | 0.04% | 167 |
|