PWAG
Polaris Wealth Advisory Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,786
| Closed | -$4.03M | – | 170 |
|
|
2023
Q2 | $4.03M | Buy |
20,786
+14,294
| +220% | +$2.77M | 0.31% | 82 |
|
|
2023
Q1 | $1.33M | Sell |
6,492
-137
| -2% | -$28K | 0.1% | 109 |
|
|
2022
Q4 | $1.51M | Sell |
6,629
-52,377
| -89% | -$11.9M | 0.11% | 102 |
|
|
2022
Q3 | $11.2M | Buy |
+59,006
| New | +$11.2M | 0.93% | 38 |
|
|
2021
Q3 | – | Sell |
-116,882
| Closed | -$31.6M | – | 170 |
|
|
2021
Q2 | $31.6M | Buy |
+116,882
| New | +$31.6M | 1.88% | 21 |
|
|
2020
Q2 | – | Sell |
-97,873
| Closed | -$21.3M | – | 147 |
|
|
2020
Q1 | $21.3M | Buy |
+97,873
| New | +$21.3M | 2.32% | 19 |
|