FVWA
Foster Victor Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-81,252
| Closed | -$16.1M | – | 161 |
|
|
2023
Q2 | $16.1M | Buy |
81,252
+15,303
| +23% | +$3.04M | 1.79% | 13 |
|
|
2023
Q1 | $13.4M | Buy |
65,949
+6,917
| +12% | +$1.41M | 1.63% | 22 |
|
|
2022
Q4 | $12.9M | Buy |
59,032
+7,155
| +14% | +$1.56M | 1.64% | 18 |
|
|
2022
Q3 | $10.5M | Buy |
51,877
+2,200
| +4% | +$447K | 1.54% | 25 |
|
|
2022
Q2 | $12.8M | Sell |
49,677
-9,218
| -16% | -$2.38M | 1.91% | 5 |
|
|
2022
Q1 | $15.8M | Buy |
58,895
+3,344
| +6% | +$898K | 2.17% | 5 |
|
|
2021
Q4 | $14.4M | Buy |
55,551
+4,697
| +9% | +$1.22M | 1.96% | 12 |
|
|
2021
Q3 | $13.5M | Buy |
50,854
+3,040
| +6% | +$807K | 2.16% | 8 |
|
|
2021
Q2 | $12.9M | Buy |
47,814
+2,911
| +6% | +$786K | 2.16% | 9 |
|
|
2021
Q1 | $10.9M | Buy |
44,903
+8,621
| +24% | +$2.1M | 2.03% | 13 |
|
|
2020
Q4 | $8.14M | Buy |
36,282
+10,074
| +38% | +$2.26M | 1.86% | 16 |
|
|
2020
Q3 | $6.34M | Buy |
26,208
+6,372
| +32% | +$1.54M | 1.72% | 16 |
|
|
2020
Q2 | $5.13M | Buy |
19,836
+4,684
| +31% | +$1.21M | 1.7% | 15 |
|
|
2020
Q1 | $3.67M | Buy |
15,152
+2,545
| +20% | +$616K | 1.61% | 20 |
|
|
2019
Q4 | $2.84M | Buy |
12,607
+2,231
| +22% | +$503K | 1.23% | 27 |
|
|
2019
Q3 | $2.34M | Buy |
10,376
+4,906
| +90% | +$1.1M | 1.3% | 21 |
|
|
2019
Q2 | $1.14M | Buy |
5,470
+803
| +17% | +$168K | 0.84% | 21 |
|
|
2019
Q1 | $920K | Buy |
4,667
+1,402
| +43% | +$276K | 0.72% | 23 |
|
|
2018
Q4 | $516K | Buy |
+3,265
| New | +$516K | 0.49% | 38 |
|