River Wealth Advisors’s American Tower AMT Stock Holding History

River Wealth Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,159	Closed	-$270K	–	208
2024 Q3	$270K	Sell	1,159 -104	-8%	-$24.2K	0.04%	189
2024 Q2	$246K	Sell	1,263 -407	-24%	-$79.1K	0.04%	180
2024 Q1	$330K	Sell	1,670 -973	-37%	-$192K	0.05%	168
2023 Q4	$571K	Sell	2,643 -1,611	-38%	-$348K	0.09%	132
2023 Q3	$700K	Sell	4,254 -1,092	-20%	-$180K	0.13%	126
2023 Q2	$1.04M	Sell	5,346 -323	-6%	-$62.6K	0.18%	114
2023 Q1	$1.16M	Buy	5,669 +313	+6%	+$64K	0.21%	108
2022 Q4	$1.13M	Buy	5,356 +303	+6%	+$64.2K	0.22%	109
2022 Q3	$1.09M	Sell	5,053 -151	-3%	-$32.4K	0.23%	100
2022 Q2	$1.33M	Buy	5,204 +71	+1%	+$18.1K	0.25%	94
2022 Q1	$1.29M	Buy	5,133 +234	+5%	+$58.8K	0.21%	100
2021 Q4	$1.43M	Buy	4,899 +18	+0.4%	+$5.27K	0.22%	98
2021 Q3	$1.3M	Buy	4,881 +394	+9%	+$105K	0.22%	96
2021 Q2	$1.21M	Buy	4,487 +289	+7%	+$78.1K	0.21%	99
2021 Q1	$1M	Buy	4,198 +695	+20%	+$166K	0.19%	106
2020 Q4	$786K	Buy	3,503 +541	+18%	+$121K	0.17%	114
2020 Q3	$716K	Buy	2,962 +2,006	+210%	+$485K	0.19%	112
2020 Q2	$247K	Sell	956 -16	-2%	-$4.13K	0.08%	161
2020 Q1	$212K	Buy	972 +18	+2%	+$3.93K	0.08%	148
2019 Q4	$219K	Buy	954 +18	+2%	+$4.13K	0.07%	156
2019 Q3	$207K	Buy	+936	New	+$207K	0.08%	158
2019 Q1	–	Sell	-869	Closed	-$137K	–	165
2018 Q4	$137K	Sell	869 -999	-53%	-$157K	0.06%	170
2018 Q3	$271K	Buy	1,868 +1	+0.1%	+$145	0.1%	146
2018 Q2	$269K	Hold	1,867	–	–	0.1%	145
2018 Q1	$271K	Sell	1,867 -24	-1%	-$3.48K	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%	-$5.16K	0.12%	142
2017 Q1	$234K	Buy	1,929 +1	+0.1%	+$121	0.11%	143
2016 Q4	$204K	Buy	1,928 +147	+8%	+$15.6K	0.1%	148
2016 Q3	$202K	Buy	1,781 +3	+0.2%	+$340	0.11%	144
2016 Q2	$202K	Buy	+1,778	New	+$202K	0.12%	147