FWM
Frontier Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.15M | Sell |
12,325
-7,107
| -37% | -$1.82M | 0.23% | 97 |
|
|
2022
Q1 | $5M | Buy |
19,432
+1,445
| +8% | +$372K | 0.06% | 58 |
|
|
2021
Q4 | $5.26M | Sell |
17,987
-229
| -1% | -$67K | 0.35% | 58 |
|
|
2021
Q3 | $4.84M | Buy |
18,216
+2,100
| +13% | +$557K | 0.33% | 62 |
|
|
2021
Q2 | $4.35M | Buy |
16,116
+35
| +0.2% | +$9.46K | 0.3% | 68 |
|
|
2021
Q1 | $3.84M | Buy |
16,081
+4,955
| +45% | +$1.18M | 0.29% | 73 |
|
|
2020
Q4 | $2.5M | Buy |
11,126
+2,600
| +30% | +$584K | 0.2% | 91 |
|
|
2020
Q3 | $2.06M | Sell |
8,526
-230
| -3% | -$55.6K | 0.19% | 94 |
|
|
2020
Q2 | $2.26M | Sell |
8,756
-3,342
| -28% | -$864K | 0.21% | 93 |
|
|
2020
Q1 | $2.63M | Buy |
12,098
+8,500
| +236% | +$1.85M | 0.43% | 64 |
|
|
2019
Q4 | $827K | Sell |
3,598
-85
| -2% | -$19.5K | 0.13% | 132 |
|
|
2019
Q3 | $815K | Hold |
3,683
| – | – | 0.12% | 141 |
|
|
2019
Q2 | $753K | Hold |
3,683
| – | – | 0.11% | 144 |
|
|
2019
Q1 | $726K | Sell |
3,683
-339
| -8% | -$66.8K | 0.1% | 178 |
|
|
2018
Q4 | $636K | Hold |
4,022
| – | – | 0.1% | 173 |
|
|
2018
Q3 | $584K | Sell |
4,022
-667
| -14% | -$96.8K | 0.06% | 207 |
|
|
2018
Q2 | $676K | Buy |
4,689
+300
| +7% | +$43.3K | 0.1% | 180 |
|
|
2018
Q1 | $638K | Buy |
4,389
+134
| +3% | +$19.5K | 0.09% | 190 |
|
|
2017
Q4 | $607K | Sell |
4,255
-62
| -1% | -$8.85K | 0.1% | 184 |
|
|
2017
Q3 | $590K | Sell |
4,317
-400
| -8% | -$54.7K | 0.09% | 202 |
|
|
2017
Q2 | $624K | Hold |
4,717
| – | – | 0.1% | 190 |
|
|
2017
Q1 | $573K | Buy |
4,717
+62
| +1% | +$7.53K | 0.09% | 206 |
|
|
2016
Q4 | $492K | Hold |
4,655
| – | – | 0.08% | 219 |
|
|
2016
Q3 | $528K | Hold |
4,655
| – | – | 0.08% | 199 |
|
|
2016
Q2 | $529K | Hold |
4,655
| – | – | 0.08% | 199 |
|
|
2016
Q1 | $477K | Buy |
4,655
+1,000
| +27% | +$102K | 0.04% | 203 |
|
|
2015
Q4 | $354K | Sell |
3,655
-111
| -3% | -$10.8K | 0.06% | 234 |
|
|
2015
Q3 | $331K | Hold |
3,766
| – | – | 0.05% | 242 |
|
|
2015
Q2 | $351K | Buy |
3,766
+94
| +3% | +$8.76K | 0.05% | 238 |
|
|
2015
Q1 | $346K | Buy |
3,672
+73
| +2% | +$6.88K | 0.06% | 208 |
|
|
2014
Q4 | $356K | Buy |
+3,599
| New | +$356K | 0.07% | 170 |
|