TWA
TCI Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-405
| Closed | -$82.8K | – | 308 |
|
|
2023
Q1 | $82.8K | Buy |
405
+60
| +17% | +$12.3K | 0.01% | 309 |
|
|
2022
Q4 | $73.1K | Sell |
345
-199
| -37% | -$42.2K | 0.01% | 319 |
|
|
2022
Q3 | $117K | Buy |
544
+3
| +0.6% | +$645 | 0.02% | 226 |
|
|
2022
Q2 | $138K | Buy |
541
+128
| +31% | +$32.7K | 0.02% | 208 |
|
|
2022
Q1 | $104K | Sell |
413
-37
| -8% | -$9.32K | 0.02% | 253 |
|
|
2021
Q4 | $132K | Buy |
450
+11
| +3% | +$3.23K | 0.02% | 224 |
|
|
2021
Q3 | $117K | Buy |
439
+27
| +7% | +$7.2K | 0.02% | 243 |
|
|
2021
Q2 | $111K | Buy |
412
+4
| +1% | +$1.08K | 0.02% | 240 |
|
|
2021
Q1 | $98K | Buy |
408
+12
| +3% | +$2.88K | 0.04% | 226 |
|
|
2020
Q4 | $89K | Buy |
396
+40
| +11% | +$8.99K | 0.04% | 215 |
|
|
2020
Q3 | $86K | Hold |
356
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $92K | Sell |
356
-52
| -13% | -$13.4K | 0.04% | 211 |
|
|
2020
Q1 | $89K | Sell |
408
-69
| -14% | -$15.1K | 0.04% | 212 |
|
|
2019
Q4 | $110K | Buy |
477
+4
| +0.8% | +$922 | 0.04% | 240 |
|
|
2019
Q3 | $105K | Sell |
473
-4
| -0.8% | -$888 | 0.05% | 200 |
|
|
2019
Q2 | $98K | Sell |
477
-45
| -9% | -$9.25K | 0.04% | 206 |
|
|
2019
Q1 | $103K | Sell |
522
-43
| -8% | -$8.49K | 0.05% | 226 |
|
|
2018
Q4 | $89K | Buy |
565
+3
| +0.5% | +$473 | 0.04% | 223 |
|
|
2018
Q3 | $82K | Buy |
562
+21
| +4% | +$3.06K | 0.03% | 253 |
|
|
2018
Q2 | $78K | Buy |
541
+100
| +23% | +$14.4K | 0.03% | 251 |
|
|
2018
Q1 | $64K | Sell |
441
-280
| -39% | -$40.6K | 0.03% | 278 |
|
|
2017
Q4 | $103K | Hold |
721
| – | – | 0.05% | 228 |
|
|
2017
Q3 | $99K | Sell |
721
-9
| -1% | -$1.24K | 0.05% | 206 |
|
|
2017
Q2 | $97K | Hold |
730
| – | – | 0.05% | 205 |
|
|
2017
Q1 | $89K | Hold |
730
| – | – | 0.05% | 225 |
|
|
2016
Q4 | $77K | Buy |
730
+382
| +110% | +$40.3K | 0.04% | 264 |
|
|
2016
Q3 | $39K | Hold |
348
| – | – | 0.02% | 328 |
|
|
2016
Q2 | $40K | Sell |
348
-51
| -13% | -$5.86K | 0.02% | 321 |
|
|
2016
Q1 | $41K | Hold |
399
| – | – | 0.02% | 326 |
|
|
2015
Q4 | $39K | Buy |
399
+7
| +2% | +$684 | 0.02% | 331 |
|
|
2015
Q3 | $34K | Buy |
392
+51
| +15% | +$4.42K | 0.02% | 323 |
|
|
2015
Q2 | $32K | Hold |
341
| – | – | 0.02% | 324 |
|
|
2015
Q1 | $32K | Sell |
341
-100
| -23% | -$9.38K | 0.02% | 285 |
|
|
2014
Q4 | $44K | Buy |
441
+305
| +224% | +$30.4K | 0.03% | 258 |
|
|
2014
Q3 | $13K | Hold |
136
| – | – | 0.01% | 392 |
|
|
2014
Q2 | $12K | Buy |
136
+7
| +5% | +$618 | 0.01% | 431 |
|
|
2014
Q1 | $11K | Buy |
+129
| New | +$11K | 0.01% | 407 |
|