IWA
IBEX Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,542
| Closed | -$3.13M | – | 208 |
|
|
2024
Q3 | $3.13M | Sell |
11,542
-9,855
| -46% | -$2.67M | 0.86% | 43 |
|
|
2024
Q2 | $4.16M | Buy |
+21,397
| New | +$4.16M | 0.65% | 47 |
|
|
2021
Q4 | – | Sell |
-3,929
| Closed | -$1.04M | – | 201 |
|
|
2021
Q3 | $1.04M | Buy |
+3,929
| New | +$1.04M | 0.2% | 109 |
|
|
2019
Q3 | – | Sell |
-267
| Closed | -$54K | – | 102 |
|
|
2019
Q2 | $54K | Buy |
+267
| New | +$54K | 0.02% | 206 |
|