MWM
Minot Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.12M | Hold |
4,386
| – | – | 0.29% | 69 |
|
|
2022
Q1 | $1.1M | Sell |
4,386
-2,541
| -37% | -$638K | 0.24% | 79 |
|
|
2021
Q4 | $2.03M | Sell |
6,927
-277
| -4% | -$81K | 0.39% | 63 |
|
|
2021
Q3 | $1.91M | Buy |
7,204
+424
| +6% | +$113K | 0.41% | 61 |
|
|
2021
Q2 | $1.89M | Buy |
6,780
+2,107
| +45% | +$587K | 0.41% | 63 |
|
|
2021
Q1 | $1.12M | Sell |
4,673
-1,738
| -27% | -$415K | 0.29% | 86 |
|
|
2020
Q4 | $1.44M | Sell |
6,411
-8,113
| -56% | -$1.82M | 0.43% | 62 |
|
|
2020
Q3 | $3.51M | Buy |
14,524
+1,318
| +10% | +$319K | 1.32% | 24 |
|
|
2020
Q2 | $3.41M | Buy |
13,206
+1,321
| +11% | +$342K | 1.7% | 16 |
|
|
2020
Q1 | $2.59M | Buy |
11,885
+1,473
| +14% | +$321K | 1.85% | 16 |
|
|
2019
Q4 | $2.45M | Buy |
+10,412
| New | +$2.45M | 1.12% | 26 |
|