REDW Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,435
| Closed | -$334K | – | 107 |
|
|
2024
Q3 | $334K | Buy |
1,435
+1
| +0.1% | +$233 | 0.09% | 120 |
|
|
2024
Q2 | $279K | Sell |
1,434
-122
| -8% | -$23.7K | 0.07% | 128 |
|
|
2024
Q1 | $307K | Sell |
1,556
-4
| -0.3% | -$790 | 0.08% | 117 |
|
|
2023
Q4 | $337K | Buy |
1,560
+1
| +0.1% | +$216 | 0.1% | 105 |
|
|
2023
Q3 | $256K | Sell |
1,559
-10
| -0.6% | -$1.65K | 0.08% | 116 |
|
|
2023
Q2 | $304K | Sell |
1,569
-369
| -19% | -$71.6K | 0.09% | 112 |
|
|
2023
Q1 | $396K | Sell |
1,938
-46
| -2% | -$9.4K | 0.13% | 90 |
|
|
2022
Q4 | $420K | Sell |
1,984
-175
| -8% | -$37.1K | 0.15% | 81 |
|
|
2022
Q3 | $464K | Sell |
2,159
-227
| -10% | -$48.8K | 0.18% | 72 |
|
|
2022
Q2 | $610K | Hold |
2,386
| – | – | 0.22% | 52 |
|
|
2022
Q1 | $599K | Sell |
2,386
-58
| -2% | -$14.6K | 0.18% | 57 |
|
|
2021
Q4 | $715K | Buy |
2,444
+60
| +3% | +$17.6K | 0.21% | 49 |
|
|
2021
Q3 | $633K | Sell |
2,384
-10
| -0.4% | -$2.66K | 0.2% | 52 |
|
|
2021
Q2 | $647K | Hold |
2,394
| – | – | 0.2% | 51 |
|
|
2021
Q1 | $572K | Buy |
2,394
+310
| +15% | +$74.1K | 0.19% | 54 |
|
|
2020
Q4 | $468K | Buy |
2,084
+100
| +5% | +$22.5K | 0.17% | 55 |
|
|
2020
Q3 | $480K | Sell |
1,984
-167
| -8% | -$40.4K | 0.2% | 47 |
|
|
2020
Q2 | $556K | Buy |
2,151
+304
| +16% | +$78.6K | 0.28% | 39 |
|
|
2020
Q1 | $402K | Hold |
1,847
| – | – | 0.25% | 43 |
|
|
2019
Q4 | $424K | Hold |
1,847
| – | – | 0.24% | 47 |
|
|
2019
Q3 | $408K | Hold |
1,847
| – | – | 0.24% | 48 |
|
|
2019
Q2 | $378K | Buy |
1,847
+500
| +37% | +$102K | 0.23% | 49 |
|
|
2019
Q1 | $265K | Hold |
1,347
| – | – | 0.16% | 64 |
|
|
2018
Q4 | $213K | Buy |
+1,347
| New | +$213K | 0.15% | 69 |
|