NRW
Nova R Wealth’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,118
| Closed | -$228K | – | 63 |
|
|
2023
Q1 | $228K | Buy |
1,118
+62
| +6% | +$12.7K | 0.15% | 69 |
|
|
2022
Q4 | $224K | Hold |
1,056
| – | – | 0.16% | 68 |
|
|
2022
Q3 | $227K | Hold |
1,056
| – | – | 0.18% | 63 |
|
|
2022
Q2 | $270K | Buy |
1,056
+12
| +1% | +$3.07K | 0.22% | 60 |
|
|
2022
Q1 | $262K | Buy |
1,044
+1
| +0.1% | +$251 | 0.22% | 58 |
|
|
2021
Q4 | $305K | Buy |
+1,043
| New | +$305K | 0.25% | 56 |
|