IWA
IVC 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 |
-875
| Closed | -$203K | – | 153 |
|
|
2024
Q3 | $203K | Sell |
875
-500
| -36% | -$116K | 0.11% | 159 |
|
|
2024
Q2 | $267K | Buy |
1,375
+25
| +2% | +$4.86K | 0.15% | 135 |
|
|
2024
Q1 | $267K | Buy |
1,350
+250
| +23% | +$49.4K | 0.15% | 136 |
|
|
2023
Q4 | $237K | Buy |
+1,100
| New | +$237K | 0.15% | 131 |
|
|
2023
Q3 | – | Sell |
-1,100
| Closed | -$213K | – | 155 |
|
|
2023
Q2 | $213K | Buy |
1,100
+50
| +5% | +$9.7K | 0.14% | 138 |
|
|
2023
Q1 | $215K | Sell |
1,050
-75
| -7% | -$15.3K | 0.15% | 133 |
|
|
2022
Q4 | $238K | Buy |
1,125
+25
| +2% | +$5.3K | 0.18% | 126 |
|
|
2022
Q3 | $236K | Hold |
1,100
| – | – | 0.19% | 121 |
|
|
2022
Q2 | $281K | Buy |
1,100
+115
| +12% | +$29.4K | 0.22% | 111 |
|
|
2022
Q1 | $247K | Hold |
985
| – | – | 0.16% | 129 |
|
|
2021
Q4 | $288K | Hold |
985
| – | – | 0.19% | 112 |
|
|
2021
Q3 | $261K | Hold |
985
| – | – | 0.18% | 115 |
|
|
2021
Q2 | $266K | Hold |
985
| – | – | 0.19% | 117 |
|
|
2021
Q1 | $235K | Buy |
+985
| New | +$235K | 0.19% | 109 |
|