MinichMacGregor Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-223
| Closed | -$47.2K | – | 127 |
|
|
2022
Q4 | $47.2K | Buy |
+223
| New | +$47.2K | 0.02% | 186 |
|
|
2020
Q3 | – | Sell |
-2,431
| Closed | -$628K | – | 64 |
|
|
2020
Q2 | $628K | Buy |
+2,431
| New | +$628K | 0.35% | 37 |
|
|
2018
Q4 | – | Sell |
-101
| Closed | -$14K | – | 113 |
|
|
2018
Q3 | $14K | Buy |
101
+19
| +23% | +$2.63K | 0.01% | 266 |
|
|
2018
Q2 | $11K | Hold |
82
| – | – | 0.01% | 289 |
|
|
2018
Q1 | $11K | Hold |
82
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $11K | Hold |
82
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $11K | Hold |
82
| – | – | 0.01% | 262 |
|
|
2017
Q2 | $10K | Buy |
82
+10
| +14% | +$1.22K | 0.01% | 268 |
|
|
2017
Q1 | $8K | Hold |
72
| – | – | 0.01% | 299 |
|
|
2016
Q4 | $7K | Hold |
72
| – | – | 0.01% | 303 |
|
|
2016
Q3 | $8K | Sell |
72
-1
| -1% | -$111 | 0.01% | 292 |
|
|
2016
Q2 | $8K | Hold |
73
| – | – | 0.01% | 280 |
|
|
2016
Q1 | $7K | Buy |
73
+40
| +121% | +$3.84K | 0.01% | 286 |
|
|
2015
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 308 |
|