Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $177K | Buy |
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|
2019
Q3 | $126K | Sell |
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|
2019
Q2 | $707K | Buy |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $73K | Buy |
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|
2017
Q4 | $57K | Hold |
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|
2017
Q3 | $55K | Sell |
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|
2017
Q2 | $79K | Buy |
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $79K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Sell |
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|
2016
Q1 | $47K | Hold |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $42K | Hold |
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|
2015
Q1 | $43K | Buy |
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