HWA
Heartwood Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
1,733
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $377K | Sell |
1,733
-202
| -10% | -$44K | 0.04% | 117 |
|
|
2024
Q4 | $355K | Hold |
1,935
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $450K | Sell |
1,935
-200
| -9% | -$46.5K | 0.05% | 101 |
|
|
2024
Q2 | $415K | Buy |
2,135
+629
| +42% | +$122K | 0.05% | 107 |
|
|
2024
Q1 | $298K | Hold |
1,506
| – | – | 0.04% | 116 |
|
|
2023
Q4 | $325K | Buy |
1,506
+11
| +0.7% | +$2.38K | 0.04% | 108 |
|
|
2023
Q3 | $246K | Buy |
+1,495
| New | +$246K | 0.04% | 115 |
|
|
2023
Q2 | – | Sell |
-999
| Closed | -$204K | – | 142 |
|
|
2023
Q1 | $204K | Buy |
+999
| New | +$204K | 0.03% | 127 |
|
|
2022
Q1 | – | Sell |
-717
| Closed | -$210K | – | 121 |
|
|
2021
Q4 | $210K | Buy |
+717
| New | +$210K | 0.03% | 102 |
|