RWA
Ropes Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $428K | Sell |
2,603
-351
| -12% | -$57.7K | 0.08% | 173 |
|
|
2023
Q2 | $573K | Buy |
2,954
+1,060
| +56% | +$206K | 0.1% | 164 |
|
|
2023
Q1 | $387K | Buy |
1,894
+138
| +8% | +$28.2K | 0.07% | 193 |
|
|
2022
Q4 | $372K | Sell |
1,756
-116
| -6% | -$24.6K | 0.07% | 194 |
|
|
2022
Q3 | $402K | Buy |
1,872
+735
| +65% | +$158K | 0.08% | 170 |
|
|
2022
Q2 | $291K | Hold |
1,137
| – | – | 0.06% | 217 |
|
|
2022
Q1 | $286K | Sell |
1,137
-22
| -2% | -$5.53K | 0.05% | 247 |
|
|
2021
Q4 | $339K | Sell |
1,159
-23
| -2% | -$6.73K | 0.06% | 207 |
|
|
2021
Q3 | $314K | Buy |
1,182
+42
| +4% | +$11.2K | 0.05% | 224 |
|
|
2021
Q2 | $308K | Buy |
1,140
+226
| +25% | +$61.1K | 0.05% | 221 |
|
|
2021
Q1 | $226K | Sell |
914
-73
| -7% | -$18.1K | 0.04% | 228 |
|
|
2020
Q4 | $222K | Sell |
987
-22
| -2% | -$4.95K | 0.03% | 221 |
|
|
2020
Q3 | $244K | Sell |
1,009
-173
| -15% | -$41.8K | 0.05% | 187 |
|
|
2020
Q2 | $306K | Buy |
1,182
+465
| +65% | +$120K | 0.06% | 168 |
|
|
2020
Q1 | $156K | Sell |
717
-54
| -7% | -$11.7K | 0.04% | 189 |
|
|
2019
Q4 | $177K | Buy |
771
+200
| +35% | +$45.9K | 0.04% | 221 |
|
|
2019
Q3 | $126K | Sell |
571
-2,887
| -83% | -$637K | 0.03% | 260 |
|
|
2019
Q2 | $707K | Buy |
3,458
+3,028
| +704% | +$619K | 0.15% | 110 |
|
|
2019
Q1 | $85K | Sell |
430
-52
| -11% | -$10.3K | 0.02% | 280 |
|
|
2018
Q4 | $76K | Buy |
482
+32
| +7% | +$5.05K | 0.02% | 277 |
|
|
2018
Q3 | $65K | Buy |
450
+50
| +13% | +$7.22K | 0.02% | 310 |
|
|
2018
Q2 | $58K | Sell |
400
-100
| -20% | -$14.5K | 0.02% | 337 |
|
|
2018
Q1 | $73K | Buy |
500
+100
| +25% | +$14.6K | 0.02% | 297 |
|
|
2017
Q4 | $57K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $55K | Sell |
400
-196
| -33% | -$27K | 0.01% | 320 |
|
|
2017
Q2 | $79K | Buy |
596
+196
| +49% | +$26K | 0.02% | 282 |
|
|
2017
Q1 | $49K | Sell |
400
-350
| -47% | -$42.9K | 0.01% | 332 |
|
|
2016
Q4 | $79K | Buy |
+750
| New | +$79K | 0.02% | 274 |
|
|
2016
Q3 | – | Sell |
-32
| Closed | -$4K | – | 454 |
|
|
2016
Q2 | $4K | Sell |
32
-423
| -93% | -$52.9K | ﹤0.01% | 403 |
|
|
2016
Q1 | $47K | Hold |
455
| – | – | 0.02% | 219 |
|
|
2015
Q4 | $44K | Hold |
455
| – | – | 0.02% | 252 |
|
|
2015
Q3 | $40K | Hold |
455
| – | – | 0.02% | 273 |
|
|
2015
Q2 | $42K | Hold |
455
| – | – | 0.02% | 203 |
|
|
2015
Q1 | $43K | Buy |
+455
| New | +$43K | 0.02% | 201 |
|