River Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,159
| Closed | -$270K | – | 208 |
|
|
2024
Q3 | $270K | Sell |
1,159
-104
| -8% | -$23.1K | 0.04% | 189 |
|
|
2024
Q2 | $246K | Sell |
1,263
-407
| -24% | -$76.1K | 0.04% | 180 |
|
|
2024
Q1 | $330K | Sell |
1,670
-973
| -37% | -$194K | 0.05% | 168 |
|
|
2023
Q4 | $571K | Sell |
2,643
-1,611
| -38% | -$304K | 0.09% | 132 |
|
|
2023
Q3 | $700K | Sell |
4,254
-1,092
| -20% | -$199K | 0.13% | 126 |
|
|
2023
Q2 | $1.04M | Sell |
5,346
-323
| -6% | -$63.1K | 0.18% | 114 |
|
|
2023
Q1 | $1.16M | Buy |
5,669
+313
| +6% | +$65.7K | 0.21% | 108 |
|
|
2022
Q4 | $1.13M | Buy |
5,356
+303
| +6% | +$63.1K | 0.22% | 109 |
|
|
2022
Q3 | $1.08M | Sell |
5,053
-151
| -3% | -$38.8K | 0.23% | 100 |
|
|
2022
Q2 | $1.33M | Buy |
5,204
+71
| +1% | +$17.8K | 0.25% | 94 |
|
|
2022
Q1 | $1.29M | Buy |
5,133
+234
| +5% | +$57.1K | 0.21% | 100 |
|
|
2021
Q4 | $1.43M | Buy |
4,899
+18
| +0.4% | +$4.92K | 0.22% | 98 |
|
|
2021
Q3 | $1.29M | Buy |
4,881
+394
| +9% | +$112K | 0.22% | 96 |
|
|
2021
Q2 | $1.21M | Buy |
4,487
+289
| +7% | +$73.7K | 0.21% | 99 |
|
|
2021
Q1 | $1M | Buy |
4,198
+695
| +20% | +$155K | 0.19% | 106 |
|
|
2020
Q4 | $786K | Buy |
3,503
+541
| +18% | +$126K | 0.17% | 114 |
|
|
2020
Q3 | $716K | Buy |
2,962
+2,006
| +210% | +$509K | 0.19% | 112 |
|
|
2020
Q2 | $247K | Sell |
956
-16
| -2% | -$3.96K | 0.08% | 161 |
|
|
2020
Q1 | $212K | Buy |
972
+18
| +2% | +$4.19K | 0.08% | 148 |
|
|
2019
Q4 | $219K | Buy |
954
+18
| +2% | +$3.92K | 0.07% | 156 |
|
|
2019
Q3 | $207K | Buy |
+936
| New | +$204K | 0.08% | 158 |
|
|
2019
Q1 | – | Sell |
-869
| Closed | -$137K | – | 165 |
|
|
2018
Q4 | $137K | Sell |
869
-999
| -53% | -$156K | 0.06% | 170 |
|
|
2018
Q3 | $271K | Buy |
1,868
+1
| +0.1% | +$147 | 0.1% | 146 |
|
|
2018
Q2 | $269K | Hold |
1,867
| – | – | 0.1% | 145 |
|
|
2018
Q1 | $271K | Sell |
1,867
-24
| -1% | -$3.38K | 0.11% | 146 |
|
|
2017
Q4 | $270K | Buy |
1,891
+1
| +0.1% | +$143 | 0.11% | 142 |
|
|
2017
Q3 | $258K | Hold |
1,890
| – | – | 0.12% | 139 |
|
|
2017
Q2 | $250K | Sell |
1,890
-39
| -2% | -$5K | 0.12% | 142 |
|
|
2017
Q1 | $234K | Buy |
1,929
+1
| +0.1% | +$110 | 0.11% | 143 |
|
|
2016
Q4 | $204K | Buy |
1,928
+147
| +8% | +$16K | 0.1% | 148 |
|
|
2016
Q3 | $202K | Buy |
1,781
+3
| +0.2% | +$343 | 0.11% | 144 |
|
|
2016
Q2 | $202K | Buy |
+1,778
| New | +$189K | 0.12% | 147 |
|
Other funds holding AMT
