GW & Wade’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.41M | Buy |
11,155
+186
| +2% | +$40.2K | 0.08% | 156 |
|
|
2023
Q3 | $1.8M | Buy |
10,969
+1,297
| +13% | +$213K | 0.07% | 173 |
|
|
2023
Q2 | $1.88M | Buy |
9,672
+1,302
| +16% | +$253K | 0.07% | 167 |
|
|
2023
Q1 | $1.71M | Buy |
8,370
+501
| +6% | +$102K | 0.07% | 166 |
|
|
2022
Q4 | $1.67M | Buy |
7,869
+393
| +5% | +$83.3K | 0.07% | 161 |
|
|
2022
Q3 | $1.61M | Sell |
7,476
-66
| -0.9% | -$14.2K | 0.08% | 149 |
|
|
2022
Q2 | $1.93M | Buy |
7,542
+248
| +3% | +$63.4K | 0.09% | 145 |
|
|
2022
Q1 | $1.83M | Sell |
7,294
-587
| -7% | -$147K | 0.08% | 139 |
|
|
2021
Q4 | $2.31M | Buy |
7,881
+361
| +5% | +$106K | 0.1% | 123 |
|
|
2021
Q3 | $2M | Sell |
7,520
-76
| -1% | -$20.2K | 0.09% | 135 |
|
|
2021
Q2 | $2.05M | Buy |
7,596
+501
| +7% | +$135K | 0.1% | 130 |
|
|
2021
Q1 | $1.7M | Buy |
7,095
+3,358
| +90% | +$803K | 0.09% | 131 |
|
|
2020
Q4 | $839K | Buy |
3,737
+439
| +13% | +$98.6K | 0.05% | 153 |
|
|
2020
Q3 | $797K | Buy |
3,298
+8
| +0.2% | +$1.93K | 0.06% | 128 |
|
|
2020
Q2 | $851K | Sell |
3,290
-1,037
| -24% | -$268K | 0.07% | 124 |
|
|
2020
Q1 | $942K | Buy |
4,327
+1,129
| +35% | +$246K | 0.09% | 111 |
|
|
2019
Q4 | $735K | Sell |
3,198
-46
| -1% | -$10.6K | 0.06% | 136 |
|
|
2019
Q3 | $717K | Buy |
3,244
+785
| +32% | +$174K | 0.06% | 132 |
|
|
2019
Q2 | $503K | Buy |
2,459
+1
| +0% | +$205 | 0.05% | 146 |
|
|
2019
Q1 | $484K | Buy |
2,458
+90
| +4% | +$17.7K | 0.05% | 146 |
|
|
2018
Q4 | $375K | Buy |
2,368
+15
| +0.6% | +$2.38K | 0.04% | 159 |
|
|
2018
Q3 | $342K | Buy |
2,353
+1
| +0% | +$145 | 0.04% | 172 |
|
|
2018
Q2 | $339K | Buy |
2,352
+681
| +41% | +$98.2K | 0.04% | 176 |
|
|
2018
Q1 | $243K | Hold |
1,671
| – | – | 0.03% | 204 |
|
|
2017
Q4 | $238K | Buy |
1,671
+188
| +13% | +$26.8K | 0.03% | 196 |
|
|
2017
Q3 | $203K | Buy |
+1,483
| New | +$203K | 0.02% | 229 |
|
|
2016
Q3 | – | Sell |
-2,696
| Closed | -$306K | – | 232 |
|
|
2016
Q2 | $306K | Hold |
2,696
| – | – | 0.05% | 185 |
|
|
2016
Q1 | $276K | Hold |
2,696
| – | – | 0.05% | 175 |
|
|
2015
Q4 | $261K | Buy |
2,696
+1
| +0% | +$97 | 0.05% | 173 |
|
|
2015
Q3 | $237K | Hold |
2,695
| – | – | 0.05% | 182 |
|
|
2015
Q2 | $251K | Sell |
2,695
-5
| -0.2% | -$466 | 0.05% | 200 |
|
|
2015
Q1 | $254K | Buy |
+2,700
| New | +$254K | 0.05% | 205 |
|