TPWA
TRUE Private 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 |
-1,103
| Closed | -$225K | – | 243 |
|
|
2023
Q1 | $225K | Buy |
1,103
+12
| +1% | +$2.45K | 0.03% | 204 |
|
|
2022
Q4 | $231K | Buy |
1,091
+34
| +3% | +$7.2K | 0.04% | 198 |
|
|
2022
Q3 | $227K | Buy |
1,057
+36
| +4% | +$7.73K | 0.03% | 186 |
|
|
2022
Q2 | $261K | Hold |
1,021
| – | – | 0.04% | 183 |
|
|
2022
Q1 | $250K | Buy |
1,021
+31
| +3% | +$7.59K | 0.04% | 205 |
|
|
2021
Q4 | $289K | Buy |
990
+85
| +9% | +$24.8K | 0.04% | 207 |
|
|
2021
Q3 | $241K | Buy |
905
+2
| +0.2% | +$533 | 0.04% | 210 |
|
|
2021
Q2 | $245K | Buy |
903
+8
| +0.9% | +$2.17K | 0.04% | 201 |
|
|
2021
Q1 | $214K | Sell |
895
-139
| -13% | -$33.2K | 0.03% | 215 |
|
|
2020
Q4 | $233K | Buy |
1,034
+54
| +6% | +$12.2K | 0.04% | 180 |
|
|
2020
Q3 | $238K | Hold |
980
| – | – | 0.04% | 169 |
|
|
2020
Q2 | $254K | Buy |
980
+96
| +11% | +$24.9K | 0.05% | 159 |
|
|
2020
Q1 | $192K | Sell |
884
-3,194
| -78% | -$694K | 0.04% | 149 |
|
|
2019
Q4 | $941K | Buy |
4,078
+769
| +23% | +$177K | 0.14% | 90 |
|
|
2019
Q3 | $734K | Sell |
3,309
-9
| -0.3% | -$2K | 0.13% | 95 |
|
|
2019
Q2 | $681K | Buy |
3,318
+5
| +0.2% | +$1.03K | 0.12% | 100 |
|
|
2019
Q1 | $652K | Buy |
3,313
+136
| +4% | +$26.8K | 0.12% | 98 |
|
|
2018
Q4 | $505K | Sell |
3,177
-3,314
| -51% | -$527K | 0.09% | 137 |
|
|
2018
Q3 | $948K | Buy |
6,491
+477
| +8% | +$69.7K | 0.13% | 101 |
|
|
2018
Q2 | $871K | Buy |
6,014
+563
| +10% | +$81.5K | 0.14% | 103 |
|
|
2018
Q1 | $792K | Buy |
5,451
+194
| +4% | +$28.2K | 0.14% | 96 |
|
|
2017
Q4 | $753K | Buy |
5,257
+3,137
| +148% | +$449K | 0.13% | 98 |
|
|
2017
Q3 | $291K | Hold |
2,120
| – | – | 0.07% | 123 |
|
|
2017
Q2 | $281K | Hold |
2,120
| – | – | 0.07% | 120 |
|
|
2017
Q1 | $258K | Hold |
2,120
| – | – | 0.06% | 123 |
|
|
2016
Q4 | $218K | Hold |
2,120
| – | – | 0.05% | 135 |
|
|
2016
Q3 | $238K | Sell |
2,120
-8
| -0.4% | -$898 | 0.08% | 124 |
|
|
2016
Q2 | $241K | Hold |
2,128
| – | – | 0.08% | 121 |
|
|
2016
Q1 | $218K | Buy |
+2,128
| New | +$218K | 0.08% | 118 |
|