SWA
Sutton Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $43.1K | Buy |
262
+40
| +18% | +$6.58K | 0.02% | 245 |
|
|
2023
Q2 | $43.1K | Sell |
222
-2
| -0.9% | -$388 | 0.02% | 243 |
|
|
2023
Q1 | $45.8K | Sell |
224
-15
| -6% | -$3.07K | 0.02% | 209 |
|
|
2022
Q4 | $50.6K | Sell |
239
-37
| -13% | -$7.84K | 0.02% | 389 |
|
|
2022
Q3 | $59.3K | Sell |
276
-5
| -2% | -$1.07K | 0.02% | 344 |
|
|
2022
Q2 | $71.8K | Hold |
281
| – | – | 0.03% | 295 |
|
|
2022
Q1 | $70.6K | Buy |
281
+24
| +9% | +$6.03K | 0.02% | 319 |
|
|
2021
Q4 | $75.2K | Hold |
257
| – | – | 0.03% | 311 |
|
|
2021
Q3 | $68.2K | Sell |
257
-94
| -27% | -$25K | 0.03% | 316 |
|
|
2021
Q2 | $94.8K | Buy |
351
+41
| +13% | +$11.1K | 0.03% | 259 |
|
|
2021
Q1 | $74.1K | Buy |
310
+11
| +4% | +$2.63K | 0.03% | 288 |
|
|
2020
Q4 | $67.1K | Buy |
299
+22
| +8% | +$4.94K | 0.03% | 290 |
|
|
2020
Q3 | $67K | Sell |
277
-32
| -10% | -$7.74K | 0.03% | 253 |
|
|
2020
Q2 | $79.9K | Buy |
309
+12
| +4% | +$3.1K | 0.04% | 226 |
|
|
2020
Q1 | $64.7K | Buy |
297
+134
| +82% | +$29.2K | 0.04% | 232 |
|
|
2019
Q4 | $37.5K | Buy |
163
+1
| +0.6% | +$230 | 0.02% | 393 |
|
|
2019
Q3 | $35.8K | Hold |
162
| – | – | 0.02% | 397 |
|
|
2019
Q2 | $33.1K | Buy |
162
+4
| +3% | +$818 | 0.02% | 422 |
|
|
2019
Q1 | $31.1K | Buy |
158
+10
| +7% | +$1.97K | 0.02% | 431 |
|
|
2018
Q4 | $23.4K | Buy |
148
+69
| +87% | +$10.9K | 0.02% | 475 |
|
|
2018
Q3 | $11.5K | Hold |
79
| – | – | 0.01% | 760 |
|
|
2018
Q2 | $11.4K | Hold |
79
| – | – | 0.01% | 802 |
|
|
2018
Q1 | $11.5K | Hold |
79
| – | – | 0.01% | 777 |
|
|
2017
Q4 | $11.3K | Hold |
79
| – | – | 0.01% | 746 |
|
|
2017
Q3 | $10.8K | Buy |
79
+3
| +4% | +$410 | 0.01% | 750 |
|
|
2017
Q2 | $10.1K | Buy |
76
+18
| +31% | +$2.38K | 0.01% | 750 |
|
|
2017
Q1 | $7.05K | Hold |
58
| – | – | 0.01% | 793 |
|
|
2016
Q4 | $6.13K | Hold |
58
| – | – | 0.01% | 808 |
|
|
2016
Q3 | $6.57K | Hold |
58
| – | – | 0.01% | 774 |
|
|
2016
Q2 | $6.59K | Hold |
58
| – | – | 0.01% | 724 |
|
|
2016
Q1 | $5.94K | Buy |
+58
| New | +$5.94K | 0.01% | 709 |
|