PRWA
Platte River Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $307K | Hold |
1,318
| – | – | 0.08% | 81 |
|
|
2024
Q2 | $256K | Hold |
1,318
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $260K | Sell |
1,318
-579
| -31% | -$114K | 0.07% | 85 |
|
|
2023
Q4 | $410K | Sell |
1,897
-107
| -5% | -$23.1K | 0.14% | 68 |
|
|
2023
Q3 | $330K | Sell |
2,004
-95
| -5% | -$15.6K | 0.12% | 76 |
|
|
2023
Q2 | $407K | Sell |
2,099
-144
| -6% | -$27.9K | 0.14% | 70 |
|
|
2023
Q1 | $458K | Hold |
2,243
| – | – | 0.18% | 62 |
|
|
2022
Q4 | $475K | Buy |
2,243
+74
| +3% | +$15.7K | 0.2% | 60 |
|
|
2022
Q3 | $466K | Hold |
2,169
| – | – | 0.21% | 62 |
|
|
2022
Q2 | $554K | Hold |
2,169
| – | – | 0.24% | 56 |
|
|
2022
Q1 | $545K | Hold |
2,169
| – | – | 0.2% | 60 |
|
|
2021
Q4 | $565K | Hold |
2,169
| – | – | 0.19% | 63 |
|
|
2021
Q3 | $576K | Buy |
2,169
+40
| +2% | +$10.6K | 0.21% | 62 |
|
|
2021
Q2 | $575K | Hold |
2,129
| – | – | 0.22% | 64 |
|
|
2021
Q1 | $513K | Sell |
2,129
-2,713
| -56% | -$654K | 0.21% | 64 |
|
|
2020
Q4 | $1.08M | Buy |
4,842
+931
| +24% | +$207K | 0.46% | 42 |
|
|
2020
Q3 | $945K | Buy |
3,911
+1,858
| +91% | +$449K | 0.49% | 46 |
|
|
2020
Q2 | $546K | Buy |
+2,053
| New | +$546K | 0.3% | 66 |
|
|
2019
Q4 | $602K | Buy |
+2,597
| New | +$602K | 0.32% | 91 |
|