HPWM
Highland Private Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,426
| Closed | -$306K | – | 11 |
|
|
2022
Q3 | $306K | Buy |
1,426
+96
| +7% | +$20.6K | 0.05% | 128 |
|
|
2022
Q2 | $340K | Buy |
1,330
+76
| +6% | +$19.4K | 0.05% | 110 |
|
|
2022
Q1 | $315K | Buy |
1,254
+70
| +6% | +$17.6K | 0.04% | 127 |
|
|
2021
Q4 | $346K | Sell |
1,184
-67
| -5% | -$19.6K | 0.04% | 125 |
|
|
2021
Q3 | $332K | Buy |
1,251
+67
| +6% | +$17.8K | 0.05% | 123 |
|
|
2021
Q2 | $320K | Buy |
1,184
+193
| +19% | +$52.2K | 0.05% | 128 |
|
|
2021
Q1 | $237K | Sell |
991
-9
| -0.9% | -$2.15K | 0.04% | 140 |
|
|
2020
Q4 | $224K | Sell |
1,000
-202
| -17% | -$45.2K | 0.04% | 136 |
|
|
2020
Q3 | $291K | Buy |
1,202
+20
| +2% | +$4.84K | 0.06% | 102 |
|
|
2020
Q2 | $306K | Sell |
1,182
-219
| -16% | -$56.7K | 0.07% | 91 |
|
|
2020
Q1 | $305K | Sell |
1,401
-1
| -0.1% | -$218 | 0.08% | 85 |
|
|
2019
Q4 | $322K | Buy |
1,402
+8
| +0.6% | +$1.84K | 0.08% | 90 |
|
|
2019
Q3 | $309K | Buy |
1,394
+17
| +1% | +$3.77K | 0.09% | 79 |
|
|
2019
Q2 | $281K | Buy |
1,377
+4
| +0.3% | +$816 | 0.08% | 88 |
|
|
2019
Q1 | $270K | Buy |
1,373
+25
| +2% | +$4.92K | 0.08% | 86 |
|
|
2018
Q4 | $213K | Buy |
+1,348
| New | +$213K | 0.08% | 87 |
|