Laurel Wealth Advisors (California)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $209K | Buy |
987
+40
| +4% | +$8.47K | 0.02% | 626 |
|
|
2022
Q3 | $203K | Sell |
947
-8
| -0.8% | -$1.72K | 0.02% | 613 |
|
|
2022
Q2 | $244K | Buy |
955
+128
| +15% | +$32.7K | 0.02% | 566 |
|
|
2022
Q1 | $208K | Buy |
+827
| New | +$208K | 0.02% | 707 |
|
|
2019
Q4 | – | Sell |
-1,230
| Closed | -$272K | – | 431 |
|
|
2019
Q3 | $272K | Buy |
+1,230
| New | +$272K | 0.05% | 363 |
|
|
2018
Q3 | – | Sell |
-1,397
| Closed | -$201K | – | 395 |
|
|
2018
Q2 | $201K | Sell |
1,397
-879
| -39% | -$126K | 0.05% | 358 |
|
|
2018
Q1 | $330K | Sell |
2,276
-189
| -8% | -$27.4K | 0.1% | 222 |
|
|
2017
Q4 | $351K | Buy |
2,465
+987
| +67% | +$141K | 0.1% | 223 |
|
|
2017
Q3 | $202K | Buy |
+1,478
| New | +$202K | 0.07% | 287 |
|