SWA
SFMG Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-20,055
| Closed | -$2.74M | – | 148 |
|
|
2017
Q3 | $2.74M | Sell |
20,055
-450
| -2% | -$61.5K | 0.54% | 19 |
|
|
2017
Q2 | $2.71M | Hold |
20,505
| – | – | 0.56% | 18 |
|
|
2017
Q1 | $2.49M | Buy |
20,505
+10
| +0% | +$1.22K | 0.5% | 19 |
|
|
2016
Q4 | $2.17M | Sell |
20,495
-570
| -3% | -$60.2K | 0.46% | 22 |
|
|
2016
Q3 | $2.39M | Sell |
21,065
-740
| -3% | -$83.9K | 0.52% | 20 |
|
|
2016
Q2 | $2.48M | Sell |
21,805
-170
| -0.8% | -$19.3K | 0.55% | 20 |
|
|
2016
Q1 | $2.25M | Sell |
21,975
-120
| -0.5% | -$12.3K | 0.5% | 27 |
|
|
2015
Q4 | $2.14M | Sell |
22,095
-105
| -0.5% | -$10.2K | 0.49% | 22 |
|
|
2015
Q3 | $1.95M | Sell |
22,200
-370
| -2% | -$32.6K | 0.47% | 24 |
|
|
2015
Q2 | $2.11M | Sell |
22,570
-25,750
| -53% | -$2.4M | 0.47% | 22 |
|
|
2015
Q1 | $4.55M | Buy |
48,320
+24,930
| +107% | +$2.35M | 0.37% | 24 |
|
|
2014
Q4 | $2.31M | Buy |
+23,390
| New | +$2.31M | 0.51% | 22 |
|