HWA
HCR Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,802
| Closed | -$2.97M | – | 178 |
|
|
2022
Q1 | $2.97M | Buy |
11,802
+10
| +0.1% | +$2.51K | 0.48% | 45 |
|
|
2021
Q4 | $3.45M | Sell |
11,792
-360
| -3% | -$105K | 0.53% | 39 |
|
|
2021
Q3 | $3.23M | Buy |
12,152
+514
| +4% | +$136K | 0.54% | 37 |
|
|
2021
Q2 | $3.14M | Buy |
11,638
+404
| +4% | +$109K | 0.55% | 38 |
|
|
2021
Q1 | $2.69M | Buy |
11,234
+404
| +4% | +$96.6K | 0.53% | 39 |
|
|
2020
Q4 | $2.43M | Buy |
10,830
+581
| +6% | +$130K | 0.51% | 33 |
|
|
2020
Q3 | $2.48M | Buy |
10,249
+9,417
| +1,132% | +$2.28M | 0.57% | 31 |
|
|
2020
Q2 | $221K | Buy |
+832
| New | +$221K | 0.05% | 142 |
|