OWA
Outlook Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,593
| Closed | -$325K | – | 198 |
|
|
2023
Q1 | $325K | Sell |
1,593
-3,242
| -67% | -$662K | 0.14% | 143 |
|
|
2022
Q4 | $1.02M | Buy |
4,835
+29
| +0.6% | +$6.14K | 0.49% | 48 |
|
|
2022
Q3 | $1.03M | Sell |
4,806
-1
| -0% | -$215 | 0.46% | 50 |
|
|
2022
Q2 | $1.23M | Buy |
4,807
+2,558
| +114% | +$654K | 0.5% | 51 |
|
|
2022
Q1 | $564K | Buy |
2,249
+858
| +62% | +$215K | 0.19% | 124 |
|
|
2021
Q4 | $407K | Buy |
1,391
+22
| +2% | +$6.44K | 0.12% | 152 |
|
|
2021
Q3 | $363K | Buy |
1,369
+39
| +3% | +$10.3K | 0.12% | 165 |
|
|
2021
Q2 | $359K | Buy |
1,330
+240
| +22% | +$64.8K | 0.11% | 170 |
|
|
2021
Q1 | $261K | Buy |
1,090
+168
| +18% | +$40.2K | 0.09% | 175 |
|
|
2020
Q4 | $207K | Sell |
922
-19
| -2% | -$4.27K | 0.08% | 178 |
|
|
2020
Q3 | $228K | Sell |
941
-80
| -8% | -$19.4K | 0.09% | 156 |
|
|
2020
Q2 | $264K | Buy |
1,021
+35
| +4% | +$9.05K | 0.11% | 147 |
|
|
2020
Q1 | $215K | Buy |
+986
| New | +$215K | 0.12% | 141 |
|
|
2019
Q4 | – | Sell |
-1,708
| Closed | -$378K | – | 141 |
|
|
2019
Q3 | $378K | Sell |
1,708
-1
| -0.1% | -$221 | 0.23% | 108 |
|
|
2019
Q2 | $349K | Buy |
1,709
+123
| +8% | +$25.1K | 0.23% | 112 |
|
|
2019
Q1 | $313K | Buy |
1,586
+1,242
| +361% | +$245K | 0.26% | 105 |
|
|
2018
Q4 | $544K | Buy |
+344
| New | +$544K | 0.25% | 100 |
|