SLWA
San Luis Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,317
| Closed | -$497K | – | 71 |
|
|
2022
Q3 | $497K | Buy |
2,317
+261
| +13% | +$56K | 0.52% | 49 |
|
|
2022
Q2 | $525K | Sell |
2,056
-776
| -27% | -$198K | 0.6% | 38 |
|
|
2022
Q1 | $828K | Hold |
2,832
| – | – | 0.4% | 58 |
|
|
2021
Q4 | $828K | Sell |
2,832
-2,919
| -51% | -$853K | 0.84% | 32 |
|
|
2021
Q3 | $1.53M | Buy |
+5,751
| New | +$1.53M | 0.85% | 31 |
|