VWA
V Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,103
| Closed | -$408K | – | 123 |
|
|
2023
Q2 | $408K | Sell |
2,103
-28
| -1% | -$5.43K | 0.07% | 224 |
|
|
2023
Q1 | $435K | Buy |
2,131
+17
| +0.8% | +$3.47K | 0.08% | 217 |
|
|
2022
Q4 | $448K | Buy |
2,114
+292
| +16% | +$61.9K | 0.09% | 200 |
|
|
2022
Q3 | $391K | Sell |
1,822
-363
| -17% | -$77.9K | 0.08% | 236 |
|
|
2022
Q2 | $558K | Sell |
2,185
-837
| -28% | -$214K | 0.11% | 203 |
|
|
2022
Q1 | $760K | Sell |
3,022
-389
| -11% | -$97.8K | 0.12% | 186 |
|
|
2021
Q4 | $997K | Buy |
3,411
+6
| +0.2% | +$1.75K | 0.15% | 156 |
|
|
2021
Q3 | $904K | Sell |
3,405
-249
| -7% | -$66.1K | 0.14% | 162 |
|
|
2021
Q2 | $987K | Buy |
3,654
+292
| +9% | +$78.9K | 0.16% | 152 |
|
|
2021
Q1 | $804K | Sell |
3,362
-260
| -7% | -$62.2K | 0.15% | 172 |
|
|
2020
Q4 | $813K | Buy |
+3,622
| New | +$813K | 0.17% | 155 |
|
|
2020
Q3 | – | Sell |
-3,247
| Closed | -$840K | – | 177 |
|
|
2020
Q2 | $840K | Buy |
3,247
+297
| +10% | +$76.8K | 0.22% | 115 |
|
|
2020
Q1 | $642K | Buy |
2,950
+574
| +24% | +$125K | 0.2% | 129 |
|
|
2019
Q4 | $525K | Hold |
2,376
| – | – | 0.19% | 129 |
|
|
2019
Q3 | $525K | Buy |
2,376
+414
| +21% | +$91.5K | 0.19% | 130 |
|
|
2019
Q2 | $402K | Buy |
1,962
+463
| +31% | +$94.9K | 0.15% | 155 |
|
|
2019
Q1 | $289K | Buy |
+1,499
| New | +$289K | 0.12% | 185 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$92K | – | 219 |
|
|
2017
Q2 | $92K | Buy |
+700
| New | +$92K | 0.04% | 247 |
|