Icon Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.92M | Buy |
+11,414
| New | +$2.92M | 0.35% | 74 |
|
|
2022
Q1 | – | Sell |
-11,766
| Closed | -$3.44M | – | 328 |
|
|
2021
Q4 | $3.44M | Hold |
11,766
| – | – | 0.35% | 78 |
|
|
2021
Q3 | $3.12M | Buy |
11,766
+42
| +0.4% | +$11.1K | 0.33% | 81 |
|
|
2021
Q2 | $3.17M | Buy |
11,724
+2,792
| +31% | +$754K | 0.34% | 77 |
|
|
2021
Q1 | $2.14M | Buy |
8,932
+5,519
| +162% | +$1.32M | 0.27% | 92 |
|
|
2020
Q4 | $766K | Buy |
+3,413
| New | +$766K | 0.12% | 135 |
|
|
2020
Q3 | – | Sell |
-1,825
| Closed | -$472K | – | 254 |
|
|
2020
Q2 | $472K | Buy |
+1,825
| New | +$472K | 0.11% | 133 |
|
|
2018
Q3 | – | Sell |
-261
| Closed | -$38K | – | 296 |
|
|
2018
Q2 | $38K | Buy |
+261
| New | +$38K | 0.02% | 442 |
|
|
2018
Q1 | – | Sell |
-261
| Closed | -$37K | – | 281 |
|
|
2017
Q4 | $37K | Buy |
+261
| New | +$37K | 0.02% | 479 |
|