New England Private Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,200
| Closed | -$487K | – | 82 |
|
2019
Q3 | $487K | Hold |
2,200
| – | – | 0.12% | 92 |
|
2019
Q2 | $449K | Buy |
2,200
+560
| +34% | +$114K | 0.11% | 99 |
|
2019
Q1 | $323K | Hold |
1,640
| – | – | 0.08% | 109 |
|
2018
Q4 | $259K | Hold |
1,640
| – | – | 0.08% | 109 |
|
2018
Q3 | $238K | Hold |
1,640
| – | – | 0.06% | 129 |
|
2018
Q2 | $236K | Hold |
1,640
| – | – | 0.07% | 128 |
|
2018
Q1 | $238K | Hold |
1,640
| – | – | 0.07% | 124 |
|
2017
Q4 | $234K | Hold |
1,640
| – | – | 0.07% | 124 |
|
2017
Q3 | $224K | Buy |
+1,640
| New | +$224K | 0.07% | 125 |
|