WealthSource Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $330K | Sell |
1,528
-104
| -6% | -$22.5K | 0.02% | 398 |
|
|
2023
Q3 | $268K | Sell |
1,632
-60
| -4% | -$9.87K | 0.02% | 421 |
|
|
2023
Q2 | $328K | Sell |
1,692
-332
| -16% | -$64.4K | 0.02% | 393 |
|
|
2023
Q1 | $414K | Sell |
2,024
-45
| -2% | -$9.2K | 0.03% | 345 |
|
|
2022
Q4 | $438K | Sell |
2,069
-154
| -7% | -$32.6K | 0.03% | 326 |
|
|
2022
Q3 | $477K | Sell |
2,223
-140
| -6% | -$30K | 0.04% | 310 |
|
|
2022
Q2 | $604K | Sell |
2,363
-400
| -14% | -$102K | 0.04% | 269 |
|
|
2022
Q1 | $694K | Sell |
2,763
-122
| -4% | -$30.6K | 0.05% | 281 |
|
|
2021
Q4 | $844K | Buy |
2,885
+132
| +5% | +$38.6K | 0.07% | 209 |
|
|
2021
Q3 | $731K | Sell |
2,753
-135
| -5% | -$35.8K | 0.06% | 220 |
|
|
2021
Q2 | $780K | Buy |
2,888
+118
| +4% | +$31.9K | 0.07% | 200 |
|
|
2021
Q1 | $662K | Buy |
2,770
+134
| +5% | +$32K | 0.07% | 203 |
|
|
2020
Q4 | $592K | Buy |
2,636
+289
| +12% | +$64.9K | 0.07% | 183 |
|
|
2020
Q3 | $567K | Buy |
2,347
+7
| +0.3% | +$1.69K | 0.08% | 175 |
|
|
2020
Q2 | $605K | Buy |
2,340
+732
| +46% | +$189K | 0.09% | 163 |
|
|
2020
Q1 | $350K | Sell |
1,608
-507
| -24% | -$110K | 0.06% | 217 |
|
|
2019
Q4 | $486K | Sell |
2,115
-2,674
| -56% | -$614K | 0.06% | 237 |
|
|
2019
Q3 | $1.06M | Buy |
4,789
+189
| +4% | +$41.8K | 0.16% | 133 |
|
|
2019
Q2 | $940K | Buy |
4,600
+2,427
| +112% | +$496K | 0.15% | 153 |
|
|
2019
Q1 | $428K | Buy |
+2,173
| New | +$428K | 0.1% | 194 |
|