TCWM
Total Clarity Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,636
| Closed | -$927K | – | 233 |
|
|
2023
Q3 | $927K | Sell |
5,636
-283
| -5% | -$46.5K | 0.45% | 63 |
|
|
2023
Q2 | $1.15M | Sell |
5,919
-180
| -3% | -$34.9K | 0.57% | 52 |
|
|
2023
Q1 | $1.25M | Sell |
6,099
-202
| -3% | -$41.3K | 0.68% | 40 |
|
|
2022
Q4 | $1.33M | Sell |
6,301
-181
| -3% | -$38.3K | 0.68% | 35 |
|
|
2022
Q3 | $1.39M | Sell |
6,482
-100
| -2% | -$21.5K | 0.87% | 30 |
|
|
2022
Q2 | $1.68M | Buy |
6,582
+70
| +1% | +$17.9K | 0.87% | 25 |
|
|
2022
Q1 | $1.64M | Sell |
6,512
-77
| -1% | -$19.3K | 0.9% | 29 |
|
|
2021
Q4 | $1.93M | Buy |
6,589
+255
| +4% | +$74.6K | 0.88% | 25 |
|
|
2021
Q3 | $1.68M | Buy |
6,334
+226
| +4% | +$60K | 0.8% | 30 |
|
|
2021
Q2 | $1.65M | Buy |
6,108
+260
| +4% | +$70.2K | 0.92% | 31 |
|
|
2021
Q1 | $1.4M | Buy |
5,848
+148
| +3% | +$35.4K | 0.8% | 30 |
|
|
2020
Q4 | $1.28M | Sell |
5,700
-150
| -3% | -$33.7K | 0.89% | 31 |
|
|
2020
Q3 | $1.41M | Buy |
5,850
+144
| +3% | +$34.8K | 1.23% | 21 |
|
|
2020
Q2 | $1.48M | Buy |
5,706
+78
| +1% | +$20.2K | 1.35% | 22 |
|
|
2020
Q1 | $1.23M | Buy |
5,628
+370
| +7% | +$80.5K | 1.89% | 14 |
|
|
2019
Q4 | $1.21M | Buy |
+5,258
| New | +$1.21M | 0.91% | 26 |
|