Wealthfront’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.75M | Buy |
12,069
+2,081
| +21% | +$302K | 0.02% | 141 |
|
|
2018
Q2 | $1.44M | Sell |
9,988
-4,041
| -29% | -$583K | 0.01% | 170 |
|
|
2018
Q1 | $2.04M | Buy |
14,029
+4,290
| +44% | +$624K | 0.02% | 133 |
|
|
2017
Q4 | $1.39M | Buy |
9,739
+1,507
| +18% | +$215K | 0.02% | 171 |
|
|
2017
Q3 | $1.13M | Buy |
8,232
+381
| +5% | +$52.1K | 0.01% | 173 |
|
|
2017
Q2 | $1.04M | Buy |
7,851
+2,577
| +49% | +$341K | 0.02% | 149 |
|
|
2017
Q1 | $641K | Buy |
5,274
+1,258
| +31% | +$153K | 0.01% | 184 |
|
|
2016
Q4 | $424K | Sell |
4,016
-1,085
| -21% | -$115K | 0.01% | 227 |
|
|
2016
Q3 | $578K | Buy |
5,101
+419
| +9% | +$47.5K | 0.01% | 162 |
|
|
2016
Q2 | $532K | Buy |
4,682
+1,360
| +41% | +$155K | 0.01% | 161 |
|
|
2016
Q1 | $340K | Sell |
3,322
-346
| -9% | -$35.4K | 0.01% | 222 |
|
|
2015
Q4 | $356K | Buy |
3,668
+348
| +10% | +$33.8K | 0.01% | 188 |
|
|
2015
Q3 | $292K | Sell |
3,320
-896
| -21% | -$78.8K | 0.01% | 203 |
|
|
2015
Q2 | $393K | Buy |
4,216
+616
| +17% | +$57.4K | 0.02% | 143 |
|
|
2015
Q1 | $339K | Buy |
3,600
+98
| +3% | +$9.23K | 0.02% | 135 |
|
|
2014
Q4 | $346K | Buy |
3,502
+718
| +26% | +$70.9K | 0.02% | 102 |
|
|
2014
Q3 | $261K | Buy |
2,784
+601
| +28% | +$56.3K | 0.02% | 113 |
|
|
2014
Q2 | $196K | Buy |
2,183
+1,134
| +108% | +$102K | 0.02% | 112 |
|
|
2014
Q1 | $86K | Buy |
+1,049
| New | +$86K | 0.01% | 155 |
|