MFW
Mosaic Family Wealth’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,240
| Closed | -$296K | – | 165 |
|
|
2021
Q1 | $296K | Buy |
1,240
+27
| +2% | +$6.45K | 0.09% | 121 |
|
|
2020
Q4 | $272K | Hold |
1,213
| – | – | 0.09% | 124 |
|
|
2020
Q3 | $293K | Hold |
1,213
| – | – | 0.11% | 109 |
|
|
2020
Q2 | $314K | Hold |
1,213
| – | – | 0.13% | 101 |
|
|
2020
Q1 | $264K | Sell |
1,213
-407
| -25% | -$88.6K | 0.13% | 103 |
|
|
2019
Q4 | $372K | Hold |
1,620
| – | – | 0.15% | 96 |
|
|
2019
Q3 | $358K | Hold |
1,620
| – | – | 0.15% | 105 |
|
|
2019
Q2 | $331K | Sell |
1,620
-159
| -9% | -$32.5K | 0.14% | 115 |
|
|
2019
Q1 | $351K | Sell |
1,779
-14
| -0.8% | -$2.76K | 0.14% | 102 |
|
|
2018
Q4 | $284K | Hold |
1,793
| – | – | 0.12% | 115 |
|
|
2018
Q3 | $289K | Sell |
1,793
-26
| -1% | -$4.19K | 0.12% | 122 |
|
|
2018
Q2 | $262K | Sell |
1,819
-117
| -6% | -$16.9K | 0.1% | 137 |
|
|
2018
Q1 | $281K | Buy |
1,936
+66
| +4% | +$9.58K | 0.1% | 128 |
|
|
2017
Q4 | $267K | Buy |
1,870
+55
| +3% | +$7.85K | 0.1% | 142 |
|
|
2017
Q3 | $248K | Hold |
1,815
| – | – | 0.1% | 158 |
|
|
2017
Q2 | $240K | Hold |
1,815
| – | – | 0.1% | 155 |
|
|
2017
Q1 | $221K | Hold |
1,815
| – | – | 0.1% | 162 |
|
|
2016
Q4 | $192K | Hold |
1,815
| – | – | 0.09% | 164 |
|
|
2016
Q3 | $206K | Buy |
1,815
+143
| +9% | +$16.2K | 0.1% | 164 |
|
|
2016
Q2 | $190K | Hold |
1,672
| – | – | 0.09% | 165 |
|
|
2016
Q1 | $171K | Hold |
1,672
| – | – | 0.08% | 159 |
|
|
2015
Q4 | $162K | Buy |
+1,672
| New | +$162K | 0.07% | 163 |
|